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Strategic Capital Alternatives’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Strategic Capital Alternatives’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
2014
Q4 		– Sell
-382
Closed -$12K – 183
2014
Q3 		$12K Buy
+382
New +$12.8K ﹤0.01% 385

Other funds holding FXZ

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Strategic Capital Alternatives's FXZ Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2014, closing a stake of 382 shares — an estimated $12K sold.

Strategic Capital Alternatives first reported a position in FXZ in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 48 funds tracked by Wall St. Rank hold FXZ as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 382 First Trust Materials AlphaDEX Fund shares in Q4 2014, an estimated $12K.
  • Strategic Capital Alternatives first reported a position in First Trust Materials AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's First Trust Materials AlphaDEX Fund position peaked at $12K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.