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Investmark Advisory Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Investmark Advisory 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
2023
Q1 		– Sell
-11,958
Closed -$725K – 106
2022
Q4 		$725K Buy
+11,958
New +$716K 0.54% 44

Other funds holding FXZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Investmark Advisory Group's FXZ Position: Q1 2023 in Review

Investmark Advisory Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2023, closing a stake of 11,958 shares — an estimated $725K sold.

Investmark Advisory Group first reported a position in FXZ in Q4 2022 and held it in 1 quarter. The position peaked at $725K in Q4 2022. 185 funds tracked by Wall St. Rank hold FXZ as of Q1 2023.

  • Investmark Advisory Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Investmark Advisory Group sold 11,958 First Trust Materials AlphaDEX Fund shares in Q1 2023, an estimated $725K.
  • Investmark Advisory Group first reported a position in First Trust Materials AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Investmark Advisory Group's First Trust Materials AlphaDEX Fund position peaked at $725K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2023.

Based on Investmark Advisory Group's 13F filing for Q1 2023, filed 16 May 2023.