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Meitav Investment House’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Meitav Investment House’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
2025
Q1 		– Sell
-8,702
Closed -$494K – 227
2024
Q4 		$494K Hold
8,702
– – 0.01% 162
2024
Q3 		$583K Sell
8,702
-10,606
-55% -$686K 0.01% 164
2024
Q2 		$1.25M Hold
19,308
– – 0.02% 136
2024
Q1 		$1.38M Hold
19,308
– – 0.03% 124
2023
Q4 		$1.33M Sell
19,308
-24,186
-56% -$1.53M 0.02% 185
2023
Q3 		$2.75M Sell
43,494
-364
-0.8% -$23.7K 0.04% 143
2023
Q2 		$2.8M Buy
43,858
+22,122
+102% +$1.38M 0.05% 158
2023
Q1 		$1.37M Sell
21,736
-22,514
-51% -$1.51M 0.02% 202
2022
Q4 		$2.7M Sell
44,250
-54
-0.1% -$3.23K 0.05% 170
2022
Q3 		$2.3M Buy
44,304
+22,169
+100% +$1.31M 0.04% 182
2022
Q2 		$1.25M Sell
22,135
-220
-1% -$14.9K 0.02% 217
2022
Q1 		$1.6M Buy
+22,355
New +$1.44M 0.02% 234

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's FXZ Position: Q1 2025 in Review

Meitav Investment House sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2025, closing a stake of 8,702 shares — an estimated $494K sold.

Meitav Investment House first reported a position in FXZ in Q1 2022 and held it in 12 quarters. The position peaked at $2.8M in Q2 2023. 103 funds tracked by Wall St. Rank hold FXZ as of Q1 2025.

  • Meitav Investment House reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 8,702 First Trust Materials AlphaDEX Fund shares in Q1 2025, an estimated $494K.
  • Meitav Investment House first reported a position in First Trust Materials AlphaDEX Fund in Q1 2022 and held it in 12 quarters.
  • Meitav Investment House's First Trust Materials AlphaDEX Fund position peaked at $2.8M in Q2 2023.
  • 103 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.