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

Kore 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
2020
Q2 		– Sell
-7,187
Closed -$196K – 1190
2020
Q1 		$196K Buy
+7,187
New +$250K 0.05% 209

Other funds holding FXZ

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kore Private Wealth's FXZ Position: Q2 2020 in Review

Kore Private Wealth sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2020, closing a stake of 7,187 shares — an estimated $196K sold.

Kore Private Wealth first reported a position in FXZ in Q1 2020 and held it in 1 quarter. The position peaked at $196K in Q1 2020. 45 funds tracked by Wall St. Rank hold FXZ as of Q2 2020.

  • Kore Private Wealth reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 7,187 First Trust Materials AlphaDEX Fund shares in Q2 2020, an estimated $196K.
  • Kore Private Wealth first reported a position in First Trust Materials AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Kore Private Wealth's First Trust Materials AlphaDEX Fund position peaked at $196K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.