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Foundations Investment Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Foundations Investment 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
2023
Q2 		– Sell
-3,062
Closed -$200K – 595
2023
Q1 		$200K Buy
+3,062
New +$205K 0.01% 485

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Foundations Investment Advisors's FXZ Position: Q2 2023 in Review

Foundations Investment Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2023, closing a stake of 3,062 shares — an estimated $200K sold.

Foundations Investment Advisors first reported a position in FXZ in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 150 funds tracked by Wall St. Rank hold FXZ as of Q2 2023.

  • Foundations Investment Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,062 First Trust Materials AlphaDEX Fund shares in Q2 2023, an estimated $200K.
  • Foundations Investment Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Materials AlphaDEX Fund position peaked at $200K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.