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

Independent Financial Group’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 Q3	$2.3M	Sell	29,720 -741	-2%	-$60.2K	0.04%	420
2026 Q2	$2.42M	Buy	30,461 +14,512	+91%	+$1.17M	0.05%	397
2026 Q1	$1.22M	Buy	+15,949	New	+$1.19M	0.03%	554
2024 Q1	–	Sell	-4,683	Closed	-$323K	–	1033
2023 Q4	$323K	Buy	4,683 +970	+26%	+$61.3K	0.02%	690
2023 Q3	$234K	Buy	3,713 +28	+0.8%	+$1.82K	0.02%	771
2023 Q2	$237K	Sell	3,685 -5,128	-58%	-$320K	0.02%	753
2023 Q1	$576K	Sell	8,813 -185	-2%	-$12.4K	0.05%	415
2022 Q4	$545K	Buy	8,998 +212	+2%	+$12.7K	0.05%	399
2022 Q3	$456K	Sell	8,786 -153	-2%	-$9.02K	0.04%	417
2022 Q2	$505K	Buy	8,939 +1,583	+22%	+$107K	0.05%	384
2022 Q1	$527K	Sell	7,356 -1,208	-14%	-$77.8K	0.04%	417
2021 Q4	$532K	Buy	+8,564	New	+$515K	0.04%	405
2021 Q3	–	Sell	-4,647	Closed	-$267K	–	726
2021 Q2	$267K	Buy	+4,647	New	+$275K	0.03%	564

Other funds holding FXZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Independent Financial Group's FXZ Position: Q3 2026 in Review

Independent Financial Group reduced its First Trust Materials AlphaDEX Fund (FXZ) stake by 2.4% in Q3 2026, selling an estimated $60.2K and leaving 29,720 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #420.

Independent Financial Group first reported a position in FXZ in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.42M in Q2 2026. 10 funds tracked by Wall St. Rank hold FXZ as of Q3 2026.

Independent Financial Group held 29,720 shares of First Trust Materials AlphaDEX Fund worth $2.3M as of Q3 2026.
Independent Financial Group sold 741 First Trust Materials AlphaDEX Fund shares in Q3 2026, an estimated $60.2K.
First Trust Materials AlphaDEX Fund made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #420 holding.
Independent Financial Group first reported a position in First Trust Materials AlphaDEX Fund in Q2 2021 and has held it in 13 quarters since.
Independent Financial Group's First Trust Materials AlphaDEX Fund position peaked at $2.42M in Q2 2026.
10 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.