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JNBA Financial Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-339
Closed -$12K – 803
2016
Q3 		$12K Buy
+339
New +$11.6K ﹤0.01% 969

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JNBA Financial Advisors's FXZ Position: Q4 2016 in Review

JNBA Financial Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2016, closing a stake of 339 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in FXZ in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 66 funds tracked by Wall St. Rank hold FXZ as of Q4 2016.

  • JNBA Financial Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 339 First Trust Materials AlphaDEX Fund shares in Q4 2016, an estimated $12K.
  • JNBA Financial Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's First Trust Materials AlphaDEX Fund position peaked at $12K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.