Manulife (Manufacturers Life Insurance)’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018 Q3	–	Sell	-743	Closed	-$31K	–	3280
2018 Q2	$31K	Sell	743 -715	-49%	-$30.6K	﹤0.01%	3654
2018 Q1	$62K	Buy	1,458 +678	+87%	+$29.9K	﹤0.01%	3511
2017 Q4	$34K	Sell	780 -15	-2%	-$628	﹤0.01%	3640
2017 Q3	$32K	Sell	795 -519	-39%	-$20.2K	﹤0.01%	3577
2017 Q2	$51K	Buy	1,314 +2	+0.2%	+$76	﹤0.01%	3485
2017 Q1	$50K	Sell	1,312 -125	-9%	-$4.7K	﹤0.01%	3357
2016 Q4	$51K	Sell	1,437 -282	-16%	-$9.85K	﹤0.01%	3414
2016 Q3	$59K	Buy	1,719 +824	+92%	+$28.1K	﹤0.01%	3362
2016 Q2	$29K	Buy	+895	New	+$28.6K	﹤0.01%	3462

Other funds holding FXZ

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s FXZ Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2018, closing a stake of 743 shares — an estimated $31K sold.

Manulife (Manufacturers Life Insurance) first reported a position in FXZ in Q2 2016 and held it in 9 quarters. The position peaked at $62K in Q1 2018. 73 funds tracked by Wall St. Rank hold FXZ as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 743 First Trust Materials AlphaDEX Fund shares in Q3 2018, an estimated $31K.
Manulife (Manufacturers Life Insurance) first reported a position in First Trust Materials AlphaDEX Fund in Q2 2016 and held it in 9 quarters.
Manulife (Manufacturers Life Insurance)'s First Trust Materials AlphaDEX Fund position peaked at $62K in Q1 2018.
73 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.