PWM
FXZ icon

Purus Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Purus Wealth Management’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 		$1.16M Buy
14,613
+53
+0.4% +$4.27K 0.32% 62
2026
Q1 		$1.11M Sell
14,560
-699
-5% -$52K 0.35% 59
2025
Q4 		$989K Sell
15,259
-497
-3% -$30.9K 0.31% 63
2025
Q3 		$970K Sell
15,756
-419
-3% -$25.2K 0.31% 64
2025
Q2 		$921K Sell
16,175
-708
-4% -$38.2K 0.32% 61
2025
Q1 		$936K Sell
16,883
-331
-2% -$19.2K 0.4% 54
2024
Q4 		$978K Sell
17,214
-17,887
-51% -$1.14M 0.39% 53
2024
Q3 		$2.35M Buy
35,101
+893
+3% +$57.8K 1% 25
2024
Q2 		$2.22M Buy
34,208
+578
+2% +$39.5K 0.98% 25
2024
Q1 		$2.4M Sell
33,630
-765
-2% -$51.3K 1.18% 23
2023
Q4 		$2.37M Sell
34,395
-459
-1% -$29K 1.37% 20
2023
Q3 		$2.2M Sell
34,854
-138
-0.4% -$8.99K 1.48% 19
2023
Q2 		$2.25M Buy
34,992
+9,442
+37% +$588K 1.46% 19
2023
Q1 		$1.67M Sell
25,550
-371
-1% -$24.8K 1.32% 20
2022
Q4 		$1.57M Sell
25,921
-38
-0.1% -$2.27K 1.43% 19
2022
Q3 		$1.35M Buy
25,959
+4,666
+22% +$275K 1.24% 20
2022
Q2 		$1.2M Sell
21,293
-910
-4% -$61.8K 1.07% 26
2022
Q1 		$1.59M Buy
22,203
+622
+3% +$40K 1.1% 23
2021
Q4 		$1.34M Buy
21,581
+10,654
+98% +$641K 0.84% 31
2021
Q3 		$612K Buy
10,927
+4,837
+79% +$277K 0.42% 50
2021
Q2 		$350K Buy
+6,090
New +$361K 0.25% 65

Other funds holding FXZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return