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Fiduciary Alliance’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-8
Closed -$514 – 470
2023
Q2 		$514 Buy
+8
New +$498 ﹤0.01% 922

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fiduciary Alliance's FXZ Position: Q3 2023 in Review

Fiduciary Alliance sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2023, closing a stake of 8 shares — an estimated $514 sold.

Fiduciary Alliance first reported a position in FXZ in Q2 2023 and held it in 1 quarter. The position peaked at $514 in Q2 2023. 144 funds tracked by Wall St. Rank hold FXZ as of Q3 2023.

  • Fiduciary Alliance reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 8 First Trust Materials AlphaDEX Fund shares in Q3 2023, an estimated $514.
  • Fiduciary Alliance first reported a position in First Trust Materials AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's First Trust Materials AlphaDEX Fund position peaked at $514 in Q2 2023.
  • 144 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.