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Prosperity Financial Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Prosperity Financial 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
2023
Q1 		– Sell
-17,032
Closed -$1.03M – 108
2022
Q4 		$1.03M Buy
+17,032
New +$1.02M 1.11% 21

Other funds holding FXZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Prosperity Financial Group's FXZ Position: Q1 2023 in Review

Prosperity Financial Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2023, closing a stake of 17,032 shares — an estimated $1.03M sold.

Prosperity Financial Group first reported a position in FXZ in Q4 2022 and held it in 1 quarter. The position peaked at $1.03M in Q4 2022. 186 funds tracked by Wall St. Rank hold FXZ as of Q1 2023.

  • Prosperity Financial Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 17,032 First Trust Materials AlphaDEX Fund shares in Q1 2023, an estimated $1.03M.
  • Prosperity Financial Group first reported a position in First Trust Materials AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Prosperity Financial Group's First Trust Materials AlphaDEX Fund position peaked at $1.03M in Q4 2022.
  • 186 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2023.

Based on Prosperity Financial Group's 13F filing for Q1 2023, filed 12 Sep 2023.