Rowland Carmichael Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Rowland Carmichael 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
2016 Q2	–	Sell	-1,148	Closed	-$35K	–	305
2016 Q1	$35K	Buy	+1,148	New	+$31.6K	0.03%	178

Other funds holding FXZ

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Rowland Carmichael Advisors's FXZ Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2016, closing a stake of 1,148 shares — an estimated $35K sold.

Rowland Carmichael Advisors first reported a position in FXZ in Q1 2016 and held it in 1 quarter. The position peaked at $35K in Q1 2016. 54 funds tracked by Wall St. Rank hold FXZ as of Q2 2016.

Rowland Carmichael Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
Rowland Carmichael Advisors sold 1,148 First Trust Materials AlphaDEX Fund shares in Q2 2016, an estimated $35K.
Rowland Carmichael Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
Rowland Carmichael Advisors's First Trust Materials AlphaDEX Fund position peaked at $35K in Q1 2016.
54 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.