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Halpern Financial’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Halpern Financial’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
-300
Closed -$16.8K – 266
2021
Q3 		$16.8K Buy
+300
New +$17.1K 0.01% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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 $34.9M AUM 32.88% 1-Year Est. Return

Halpern Financial's FXZ Position: Q4 2021 in Review

Halpern Financial sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2021, closing a stake of 300 shares — an estimated $16.8K sold.

Halpern Financial first reported a position in FXZ in Q3 2021 and held it in 1 quarter. The position peaked at $16.8K in Q3 2021. 119 funds tracked by Wall St. Rank hold FXZ as of Q4 2021.

  • Halpern Financial reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 300 First Trust Materials AlphaDEX Fund shares in Q4 2021, an estimated $16.8K.
  • Halpern Financial first reported a position in First Trust Materials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Halpern Financial's First Trust Materials AlphaDEX Fund position peaked at $16.8K in Q3 2021.
  • 119 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.