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

Level 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
2023
Q1 		– Sell
-18
Closed -$1K – 270
2022
Q4 		$1K Buy
+18
New +$1.08K ﹤0.01% 253

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

Level Financial Advisors's FXZ Position: Q1 2023 in Review

Level Financial Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2023, closing a stake of 18 shares — an estimated $1K sold.

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

  • Level Financial Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 18 First Trust Materials AlphaDEX Fund shares in Q1 2023, an estimated $1K.
  • Level Financial Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's First Trust Materials AlphaDEX Fund position peaked at $1K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.