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Independent Portfolio Consultants’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Independent Portfolio Consultants’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
-505
Closed -$19K – 805
2017
Q1 		$19K Buy
+505
New +$19K 0.01% 662

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Bank of America
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
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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's FXZ Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2017, closing a stake of 505 shares — an estimated $19K sold.

Independent Portfolio Consultants first reported a position in FXZ in Q1 2017 and held it in 1 quarter. The position peaked at $19K in Q1 2017. 78 funds tracked by Wall St. Rank hold FXZ as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 505 First Trust Materials AlphaDEX Fund shares in Q2 2017, an estimated $19K.
  • Independent Portfolio Consultants first reported a position in First Trust Materials AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's First Trust Materials AlphaDEX Fund position peaked at $19K in Q1 2017.
  • 78 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.