Doyle Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-905	Closed	-$35K	–	398
2019 Q2	$35K	Buy	+905	New	+$34.1K	﹤0.01%	428
2019 Q1	–	Sell	-901	Closed	-$30K	–	383
2018 Q4	$30K	Buy	+901	New	+$33.1K	0.01%	450

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

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

VCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Doyle Wealth Management's FXZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2019, closing a stake of 905 shares — an estimated $35K sold.

Doyle Wealth Management first reported a position in FXZ in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 61 funds tracked by Wall St. Rank hold FXZ as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 905 First Trust Materials AlphaDEX Fund shares in Q3 2019, an estimated $35K.
Doyle Wealth Management first reported a position in First Trust Materials AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Materials AlphaDEX Fund position peaked at $35K in Q2 2019.
61 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.