Peterson Wealth Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Peterson Wealth Advisors’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	-4,785	Closed	-$200K	–	44
2018 Q2	$200K	Sell	4,785 -715	-13%	-$30.6K	0.16%	43
2018 Q1	$232K	Sell	5,500 -642	-10%	-$28.3K	0.19%	41
2017 Q4	$269K	Buy	+6,142	New	+$257K	0.24%	39

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 $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return

Peterson Wealth Advisors's FXZ Position: Q3 2018 in Review

Peterson Wealth Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2018, closing a stake of 4,785 shares — an estimated $200K sold.

Peterson Wealth Advisors first reported a position in FXZ in Q4 2017 and held it in 3 quarters. The position peaked at $269K in Q4 2017. 73 funds tracked by Wall St. Rank hold FXZ as of Q3 2018.

Peterson Wealth Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Peterson Wealth Advisors sold 4,785 First Trust Materials AlphaDEX Fund shares in Q3 2018, an estimated $200K.
Peterson Wealth Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Peterson Wealth Advisors's First Trust Materials AlphaDEX Fund position peaked at $269K in Q4 2017.
73 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2018.

Based on Peterson Wealth Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.