Elevated Capital Advisors
FXZ icon

Elevated Capital Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Elevated Capital 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
Q3 		$3.23K Hold
42
– – ﹤0.01% 606
2026
Q2 		$3.32K Hold
42
– – ﹤0.01% 604
2026
Q1 		$3.19K Hold
42
– – ﹤0.01% 601
2025
Q4 		$2.71K Buy
+42
New +$2.61K ﹤0.01% 590

Other funds holding FXZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Elevated Capital Advisors's FXZ Position: Q3 2026 in Review

Elevated Capital Advisors held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q3 2026 at 42 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Elevated Capital Advisors first reported a position in FXZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.32K in Q2 2026. 68 funds tracked by Wall St. Rank hold FXZ as of Q3 2026.

  • Elevated Capital Advisors held 42 shares of First Trust Materials AlphaDEX Fund worth $3.23K as of Q3 2026.
  • Elevated Capital Advisors left its First Trust Materials AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Materials AlphaDEX Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #606 holding.
  • Elevated Capital Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's First Trust Materials AlphaDEX Fund position peaked at $3.32K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.