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Morey & Quinn Wealth Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Morey & Quinn Wealth Partners’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
2026
Q2 		$237K Hold
2,978
– – 0.15% 125
2026
Q1 		$227K Buy
+2,978
New +$222K 0.16% 124

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morey & Quinn Wealth Partners's FXZ Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q2 2026 at 2,978 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #125.

Morey & Quinn Wealth Partners first reported a position in FXZ in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold FXZ as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,978 shares of First Trust Materials AlphaDEX Fund worth $237K as of Q2 2026.
  • Morey & Quinn Wealth Partners left its First Trust Materials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Materials AlphaDEX Fund made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Morey & Quinn Wealth Partners first reported a position in First Trust Materials AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.