Quest 10 Wealth Builders’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Quest 10 Wealth Builders’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 Q1	$3.28K	Hold	43	–	–	﹤0.01%	572
2025 Q4	$2.79K	Hold	43	–	–	﹤0.01%	555
2025 Q3	$2.65K	Hold	43	–	–	﹤0.01%	587
2025 Q2	$2.45K	Hold	43	–	–	﹤0.01%	569
2025 Q1	$2.38K	Hold	43	–	–	﹤0.01%	551
2024 Q4	$2.44K	Buy	+43	New	+$2.75K	﹤0.01%	587

Other funds holding FXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Quest 10 Wealth Builders's FXZ Position: Q1 2026 in Review

Quest 10 Wealth Builders held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q1 2026 at 43 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Quest 10 Wealth Builders first reported a position in FXZ in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold FXZ as of Q1 2026.

Quest 10 Wealth Builders held 43 shares of First Trust Materials AlphaDEX Fund worth $3.28K as of Q1 2026.
Quest 10 Wealth Builders left its First Trust Materials AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #572 holding.
Quest 10 Wealth Builders first reported a position in First Trust Materials AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.