Gradient Investments’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Gradient Investments’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
2017 Q2	–	Sell	-152	Closed	-$6K	–	836
2017 Q1	$6K	Hold	152	–	–	﹤0.01%	581
2016 Q4	$5K	Hold	152	–	–	﹤0.01%	547
2016 Q3	$5K	Hold	152	–	–	﹤0.01%	529
2016 Q2	$5K	Hold	152	–	–	﹤0.01%	506
2016 Q1	$5K	Hold	152	–	–	﹤0.01%	525
2015 Q4	$4K	Buy	+152	New	+$4.4K	﹤0.01%	516
2013 Q3	–	Sell	-35	Closed	-$1K	–	535
2013 Q2	$1K	Buy	+35	New	+$946	﹤0.01%	412

Other funds holding FXZ

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

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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

PFA

Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's FXZ Position: Q2 2017 in Review

Gradient Investments sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2017, closing a stake of 152 shares — an estimated $6K sold.

Gradient Investments first reported a position in FXZ in Q2 2013 and held it in 7 quarters. The position peaked at $6K in Q1 2017. 78 funds tracked by Wall St. Rank hold FXZ as of Q2 2017.

Gradient Investments reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 152 First Trust Materials AlphaDEX Fund shares in Q2 2017, an estimated $6K.
Gradient Investments first reported a position in First Trust Materials AlphaDEX Fund in Q2 2013 and held it in 7 quarters.
Gradient Investments's First Trust Materials AlphaDEX Fund position peaked at $6K in Q1 2017.
78 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.