CX Institutional’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

CX Institutional’s Portfolio FXZ Stock Details FXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68K	Buy	879 +10	+1%	+$812	﹤0.01%	954
2026 Q2	$69K	Sell	869 -561	-39%	-$45.2K	﹤0.01%	926
2026 Q1	$109K	Buy	1,430 +251	+21%	+$18.7K	﹤0.01%	837
2025 Q4	$76K	Sell	1,179 -1,225	-51%	-$76.2K	﹤0.01%	898
2025 Q3	$148K	Buy	2,404 +2,395	+26,611%	+$144K	﹤0.01%	764
2025 Q2	$1K	Sell	9 -7,419	-100%	-$400K	﹤0.01%	1184
2025 Q1	$412K	Buy	+7,428	New	+$430K	0.02%	411
2022 Q3	–	Sell	-10,360	Closed	-$585K	–	729
2022 Q2	$585K	Buy	+10,360	New	+$703K	0.04%	314

Other funds holding FXZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

CX Institutional's FXZ Position: Q3 2026 in Review

CX Institutional increased its First Trust Materials AlphaDEX Fund (FXZ) stake by 1.2% in Q3 2026, buying an estimated $812 and bringing the position to 879 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

CX Institutional first reported a position in FXZ in Q2 2022 and has held it in 8 quarters since. The position peaked at $585K in Q2 2022. 25 funds tracked by Wall St. Rank hold FXZ as of Q3 2026.

CX Institutional held 879 shares of First Trust Materials AlphaDEX Fund worth $68K as of Q3 2026.
CX Institutional bought 10 First Trust Materials AlphaDEX Fund shares in Q3 2026, an estimated $812.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #954 holding.
CX Institutional first reported a position in First Trust Materials AlphaDEX Fund in Q2 2022 and has held it in 8 quarters since.
CX Institutional's First Trust Materials AlphaDEX Fund position peaked at $585K in Q2 2022.
25 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.