NRG
FXZ icon

Nemes Rush Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Nemes Rush 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
2025
Q2 		– Sell
-162
Closed -$8.98K – 747
2025
Q1 		$8.98K Buy
+162
New +$9.38K ﹤0.01% 476

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nemes Rush Group's FXZ Position: Q2 2025 in Review

Nemes Rush Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2025, closing a stake of 162 shares — an estimated $8.98K sold.

Nemes Rush Group first reported a position in FXZ in Q1 2025 and held it in 1 quarter. The position peaked at $8.98K in Q1 2025. 93 funds tracked by Wall St. Rank hold FXZ as of Q2 2025.

  • Nemes Rush Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Nemes Rush Group sold 162 First Trust Materials AlphaDEX Fund shares in Q2 2025, an estimated $8.98K.
  • Nemes Rush Group first reported a position in First Trust Materials AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Nemes Rush Group's First Trust Materials AlphaDEX Fund position peaked at $8.98K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2025.

Based on Nemes Rush Group's 13F filing for Q2 2025, filed 12 Aug 2025.