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IronBridge Private Wealth’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

IronBridge Private Wealth’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
Q1 		$5.81M Buy
+76,220
New +$5.67M 1.87% 15
2022
Q1 		– Sell
-115
Closed -$7K – 135
2021
Q4 		$7K Hold
115
– – ﹤0.01% 210
2021
Q3 		$6K Hold
115
– – ﹤0.01% 187
2021
Q2 		$7K Sell
115
-221
-66% -$13.1K ﹤0.01% 180
2021
Q1 		$19K Sell
336
-130,280
-100% -$6.78M 0.01% 108
2020
Q4 		$6.28M Buy
+130,616
New +$5.69M 4.64% 6

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

IronBridge Private Wealth's FXZ Position: Q1 2026 in Review

IronBridge Private Wealth opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q1 2026: 76,220 shares worth $5.81M. The stake represents 1.87% of the portfolio and ranks #15 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in FXZ as recently as Q4 2021.

IronBridge Private Wealth first reported a position in FXZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $6.28M in Q4 2020. 114 funds tracked by Wall St. Rank hold FXZ as of Q1 2026.

  • IronBridge Private Wealth held 76,220 shares of First Trust Materials AlphaDEX Fund worth $5.81M as of Q1 2026.
  • First Trust Materials AlphaDEX Fund was a new IronBridge Private Wealth position in Q1 2026.
  • First Trust Materials AlphaDEX Fund made up 1.87% of IronBridge Private Wealth's portfolio in Q1 2026, its #15 holding.
  • IronBridge Private Wealth first reported a position in First Trust Materials AlphaDEX Fund in Q4 2020 and has held it in 6 quarters since.
  • IronBridge Private Wealth's First Trust Materials AlphaDEX Fund position peaked at $6.28M in Q4 2020.
  • 114 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.