EWM
FXZ icon

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

Executive 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
Q1 		– Sell
-82
Closed -$3K – 862
2018
Q4 		$3K Buy
+82
New +$3.01K ﹤0.01% 728

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Executive Wealth Management's FXZ Position: Q1 2019 in Review

Executive Wealth Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2019, closing a stake of 82 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in FXZ in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 60 funds tracked by Wall St. Rank hold FXZ as of Q1 2019.

  • Executive Wealth Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 82 First Trust Materials AlphaDEX Fund shares in Q1 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in First Trust Materials AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's First Trust Materials AlphaDEX Fund position peaked at $3K in Q4 2018.
  • 60 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.