Graney & King’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Graney & King’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 Q1	$23.3K	Hold	306	–	–	0.01%	191
2025 Q4	$19.8K	Buy	306 +2	+0.7%	+$124	0.01%	200
2025 Q3	$18.7K	Buy	304 +2	+0.7%	+$120	0.01%	193
2025 Q2	$17.2K	Buy	302 +1	+0.3%	+$54	0.01%	191
2025 Q1	$16.7K	Buy	+301	New	+$17.4K	0.01%	188

Other funds holding FXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Graney & King's FXZ Position: Q1 2026 in Review

Graney & King held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q1 2026 at 306 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #191.

Graney & King first reported a position in FXZ in Q1 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold FXZ as of Q1 2026.

Graney & King held 306 shares of First Trust Materials AlphaDEX Fund worth $23.3K as of Q1 2026.
Graney & King left its First Trust Materials AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Materials AlphaDEX Fund made up 0.01% of Graney & King's portfolio in Q1 2026, its #191 holding.
Graney & King first reported a position in First Trust Materials AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.