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First Command Advisory Services’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

First Command Advisory Services’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
2021
Q4 		– Sell
-20
Closed – – 105
2021
Q3 		$0 Buy
+20
New +$1.14K ﹤0.01% 117

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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

First Command Advisory Services's FXZ Position: Q4 2021 in Review

First Command Advisory Services sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2021, closing a stake of 20 shares.

First Command Advisory Services first reported a position in FXZ in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 119 funds tracked by Wall St. Rank hold FXZ as of Q4 2021.

  • First Command Advisory Services reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • First Command Advisory Services sold 20 First Trust Materials AlphaDEX Fund shares in Q4 2021.
  • First Command Advisory Services first reported a position in First Trust Materials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • First Command Advisory Services's First Trust Materials AlphaDEX Fund position peaked at $0 in Q3 2021.
  • 119 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2021.

Based on First Command Advisory Services's 13F filing for Q4 2021, filed 25 Jan 2022.