Russell Investments Group
FXZ icon

Russell Investments Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Russell Investments 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
2026
Q1 		$991 Sell
13
-19
-59% -$1.41K ﹤0.01% 4068
2025
Q4 		$2.1K Sell
32
-8
-20% -$497 ﹤0.01% 3999
2025
Q3 		$2.48K Buy
40
+32
+400% +$1.93K ﹤0.01% 3983
2025
Q2 		$456 Hold
8
– – ﹤0.01% 3756
2025
Q1 		$444 Hold
8
– – ﹤0.01% 3683
2024
Q4 		$454 Buy
+8
New +$512 ﹤0.01% 3619

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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

Russell Investments Group's FXZ Position: Q1 2026 in Review

Russell Investments Group reduced its First Trust Materials AlphaDEX Fund (FXZ) stake by 59% in Q1 2026, selling an estimated $1.41K and leaving 13 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Russell Investments Group first reported a position in FXZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48K in Q3 2025. 114 funds tracked by Wall St. Rank hold FXZ as of Q1 2026.

  • Russell Investments Group held 13 shares of First Trust Materials AlphaDEX Fund worth $991 as of Q1 2026.
  • Russell Investments Group sold 19 First Trust Materials AlphaDEX Fund shares in Q1 2026, an estimated $1.41K.
  • First Trust Materials AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #4068 holding.
  • Russell Investments Group first reported a position in First Trust Materials AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • Russell Investments Group's First Trust Materials AlphaDEX Fund position peaked at $2.48K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.