SFS
FXZ icon

Sowell Financial Services’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-962
Closed -$59K – 1352
2021
Q1 		$59K Buy
962
+703
+271% +$36.6K ﹤0.01% 1582
2020
Q4 		$12K Hold
259
– – ﹤0.01% 1941
2020
Q3 		$10K Hold
259
– – ﹤0.01% 1804
2020
Q2 		$9K Hold
259
– – ﹤0.01% 1726
2020
Q1 		$7K Sell
259
-2,000
-89% -$69.5K ﹤0.01% 1714
2019
Q4 		$90K Buy
2,259
+2,000
+772% +$77.1K 0.01% 950
2019
Q3 		$10K Buy
+259
New +$9.58K ﹤0.01% 1525

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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 $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return