Freestone Capital Holdings’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Freestone Capital Holdings’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 Q2	$411K	Buy	+5,170	New	+$417K	0.01%	426

Other funds holding FXZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Freestone Capital Holdings's FXZ Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q2 2026: 5,170 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

122 funds tracked by Wall St. Rank hold FXZ as of Q2 2026.

Freestone Capital Holdings held 5,170 shares of First Trust Materials AlphaDEX Fund worth $411K as of Q2 2026.
First Trust Materials AlphaDEX Fund was a new Freestone Capital Holdings position in Q2 2026.
First Trust Materials AlphaDEX Fund made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #426 holding.
122 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.