IHT Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

IHT Wealth Management’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
2022 Q1	–	Sell	-22,032	Closed	-$1.37M	–	801
2021 Q4	$1.37M	Buy	+22,032	New	+$1.33M	0.1%	201
2017 Q3	–	Sell	-26,638	Closed	-$749	–	1473
2017 Q2	$749	Buy	26,638 +16,172	+155%	+$614K	0.36%	68
2017 Q1	$433K	Buy	10,466 +9,941	+1,894%	+$374K	0.29%	83
2016 Q4	$19K	Buy	+525	New	+$18.3K	0.01%	652

Other funds holding FXZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's FXZ Position: Q1 2022 in Review

IHT Wealth Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2022, closing a stake of 22,032 shares — an estimated $1.37M sold.

IHT Wealth Management first reported a position in FXZ in Q4 2016 and held it in 4 quarters. The position peaked at $1.37M in Q4 2021. 146 funds tracked by Wall St. Rank hold FXZ as of Q1 2022.

IHT Wealth Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 22,032 First Trust Materials AlphaDEX Fund shares in Q1 2022, an estimated $1.37M.
IHT Wealth Management first reported a position in First Trust Materials AlphaDEX Fund in Q4 2016 and held it in 4 quarters.
IHT Wealth Management's First Trust Materials AlphaDEX Fund position peaked at $1.37M in Q4 2021.
146 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.