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 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 $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

PSB

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

CX Institutional's FXZ Position: Q2 2026 in Review

CX Institutional reduced its First Trust Materials AlphaDEX Fund (FXZ) stake by 39% in Q2 2026, selling an estimated $45.2K and leaving 869 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

CX Institutional first reported a position in FXZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $585K in Q2 2022. 15 funds tracked by Wall St. Rank hold FXZ as of Q2 2026.

CX Institutional held 869 shares of First Trust Materials AlphaDEX Fund worth $69K as of Q2 2026.
CX Institutional sold 561 First Trust Materials AlphaDEX Fund shares in Q2 2026, an estimated $45.2K.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #926 holding.
CX Institutional first reported a position in First Trust Materials AlphaDEX Fund in Q2 2022 and has held it in 7 quarters since.
CX Institutional's First Trust Materials AlphaDEX Fund position peaked at $585K in Q2 2022.
15 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.