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

Physician 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
2026 Q2	$11K	Hold	139	–	–	﹤0.01%	845
2026 Q1	$10.6K	Hold	139	–	–	﹤0.01%	783
2025 Q4	$9.01K	Hold	139	–	–	﹤0.01%	806
2025 Q3	$8.56K	Hold	139	–	–	﹤0.01%	789
2025 Q2	$7.92K	Hold	139	–	–	﹤0.01%	690
2025 Q1	$7.71K	Hold	139	–	–	﹤0.01%	655
2024 Q4	$7.9K	Buy	+139	New	+$8.89K	﹤0.01%	662

Other funds holding FXZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's FXZ Position: Q2 2026 in Review

Physician Wealth Advisors held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q2 2026 at 139 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Physician Wealth Advisors first reported a position in FXZ in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold FXZ as of Q2 2026.

Physician Wealth Advisors held 139 shares of First Trust Materials AlphaDEX Fund worth $11K as of Q2 2026.
Physician Wealth Advisors left its First Trust Materials AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #845 holding.
Physician Wealth Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.