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Simply Money Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-230
Closed -$7K – 110
2013
Q3 		$7K Hold
230
– – ﹤0.01% 77
2013
Q2 		$6K Buy
+230
New +$6.21K ﹤0.01% 218

Other funds holding FXZ

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Simply Money Advisors's FXZ Position: Q4 2013 in Review

Simply Money Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2013, closing a stake of 230 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in FXZ in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 48 funds tracked by Wall St. Rank hold FXZ as of Q4 2013.

  • Simply Money Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 230 First Trust Materials AlphaDEX Fund shares in Q4 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's First Trust Materials AlphaDEX Fund position peaked at $7K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.