Motiv8 Investments’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Motiv8 Investments’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 Q4	$0	Buy	+7	New	+$435	﹤0.01%	941

Other funds holding FXZ

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Motiv8 Investments's FXZ Position: Q4 2025 in Review

Motiv8 Investments opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q4 2025: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

91 funds tracked by Wall St. Rank hold FXZ as of Q4 2025.

Motiv8 Investments held 7 shares of First Trust Materials AlphaDEX Fund worth $0 as of Q4 2025.
First Trust Materials AlphaDEX Fund was a new Motiv8 Investments position in Q4 2025.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #941 holding.
91 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.