Cyndeo Wealth Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Cyndeo Wealth Partners’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
2023 Q2	–	Sell	-99,154	Closed	-$6.48M	–	333
2023 Q1	$6.48M	Sell	99,154 -139	-0.1%	-$9.31K	0.7%	40
2022 Q4	$6.02M	Buy	+99,293	New	+$5.94M	0.71%	42

Other funds holding FXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cyndeo Wealth Partners's FXZ Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2023, closing a stake of 99,154 shares — an estimated $6.48M sold.

Cyndeo Wealth Partners first reported a position in FXZ in Q4 2022 and held it in 2 quarters. The position peaked at $6.48M in Q1 2023. 150 funds tracked by Wall St. Rank hold FXZ as of Q2 2023.

Cyndeo Wealth Partners reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 99,154 First Trust Materials AlphaDEX Fund shares in Q2 2023, an estimated $6.48M.
Cyndeo Wealth Partners first reported a position in First Trust Materials AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Cyndeo Wealth Partners's First Trust Materials AlphaDEX Fund position peaked at $6.48M in Q1 2023.
150 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.