KIG
FXZ icon

Kessler Investment Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Kessler Investment 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
2013
Q4 		– Sell
-692
Closed -$20K – 137
2013
Q3 		$20K Buy
+692
New +$19.5K 0.05% 90

Other funds holding FXZ

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Kessler Investment Group's FXZ Position: Q4 2013 in Review

Kessler Investment Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2013, closing a stake of 692 shares — an estimated $20K sold.

Kessler Investment Group first reported a position in FXZ in Q3 2013 and held it in 1 quarter. The position peaked at $20K in Q3 2013. 48 funds tracked by Wall St. Rank hold FXZ as of Q4 2013.

  • Kessler Investment Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 692 First Trust Materials AlphaDEX Fund shares in Q4 2013, an estimated $20K.
  • Kessler Investment Group first reported a position in First Trust Materials AlphaDEX Fund in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Materials AlphaDEX Fund position peaked at $20K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.