DHJJ Financial Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

DHJJ Financial Advisors’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 Q1	$763	Hold	10	–	–	﹤0.01%	851
2025 Q4	$649	Hold	10	–	–	﹤0.01%	826
2025 Q3	$616	Hold	10	–	–	﹤0.01%	804
2025 Q2	$570	Hold	10	–	–	﹤0.01%	785
2025 Q1	$555	Hold	10	–	–	﹤0.01%	742
2024 Q4	$569	Hold	10	–	–	﹤0.01%	706
2024 Q3	$671	Hold	10	–	–	﹤0.01%	674
2024 Q2	$649	Hold	10	–	–	﹤0.01%	630
2024 Q1	$714	Hold	10	–	–	﹤0.01%	612
2023 Q4	$690	Hold	10	–	–	﹤0.01%	602
2023 Q3	$631	Buy	+10	New	+$651	﹤0.01%	600

Other funds holding FXZ

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

DHJJ Financial Advisors's FXZ Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q1 2026 at 10 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #851.

DHJJ Financial Advisors first reported a position in FXZ in Q3 2023 and has held it in 11 quarters since. 114 funds tracked by Wall St. Rank hold FXZ as of Q1 2026.

DHJJ Financial Advisors held 10 shares of First Trust Materials AlphaDEX Fund worth $763 as of Q1 2026.
DHJJ Financial Advisors left its First Trust Materials AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #851 holding.
DHJJ Financial Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
114 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.