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Rehmann Capital Advisory Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Rehmann Capital Advisory 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
2019
Q3 		– Sell
-840
Closed -$32.4K – 1840
2019
Q2 		$32.4K Buy
+840
New +$31.7K ﹤0.01% 990

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Rehmann Capital Advisory Group's FXZ Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2019, closing a stake of 840 shares — an estimated $32.4K sold.

Rehmann Capital Advisory Group first reported a position in FXZ in Q2 2019 and held it in 1 quarter. The position peaked at $32.4K in Q2 2019. 61 funds tracked by Wall St. Rank hold FXZ as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 840 First Trust Materials AlphaDEX Fund shares in Q3 2019, an estimated $32.4K.
  • Rehmann Capital Advisory Group first reported a position in First Trust Materials AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's First Trust Materials AlphaDEX Fund position peaked at $32.4K in Q2 2019.
  • 61 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.