LifePlan Financial Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

LifePlan Financial 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
2020 Q3	$7K	Hold	197	–	–	﹤0.01%	440
2020 Q2	$7K	Hold	197	–	–	﹤0.01%	443
2020 Q1	$5K	Sell	197 -221	-53%	-$7.68K	﹤0.01%	450
2019 Q4	$17K	Hold	418	–	–	0.01%	365
2019 Q3	$16K	Hold	418	–	–	0.01%	364
2019 Q2	$16K	Buy	418 +98	+31%	+$3.7K	0.01%	359
2019 Q1	$12K	Buy	+320	New	+$11.9K	0.01%	392

Other funds holding FXZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's FXZ Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q3 2020 at 197 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

LifePlan Financial Group first reported a position in FXZ in Q1 2019 and has held it in 7 quarters since. The position peaked at $17K in Q4 2019. 51 funds tracked by Wall St. Rank hold FXZ as of Q3 2020.

LifePlan Financial Group held 197 shares of First Trust Materials AlphaDEX Fund worth $7K as of Q3 2020.
LifePlan Financial Group left its First Trust Materials AlphaDEX Fund share count unchanged in Q3 2020.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #440 holding.
LifePlan Financial Group first reported a position in First Trust Materials AlphaDEX Fund in Q1 2019 and has held it in 7 quarters since.
LifePlan Financial Group's First Trust Materials AlphaDEX Fund position peaked at $17K in Q4 2019.
51 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.