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

Synovus Financial’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
Q4 		– Sell
-4,740
Closed -$266K – 868
2021
Q3 		$266K Buy
4,740
+194
+4% +$11.1K ﹤0.01% 746
2021
Q2 		$259K Buy
+4,546
New +$269K ﹤0.01% 750

Other funds holding FXZ

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Synovus Financial's FXZ Position: Q4 2021 in Review

Synovus Financial sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2021, closing a stake of 4,740 shares — an estimated $266K sold.

Synovus Financial first reported a position in FXZ in Q2 2021 and held it in 2 quarters. The position peaked at $266K in Q3 2021. 119 funds tracked by Wall St. Rank hold FXZ as of Q4 2021.

  • Synovus Financial reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Synovus Financial sold 4,740 First Trust Materials AlphaDEX Fund shares in Q4 2021, an estimated $266K.
  • Synovus Financial first reported a position in First Trust Materials AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
  • Synovus Financial's First Trust Materials AlphaDEX Fund position peaked at $266K in Q3 2021.
  • 119 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2021.

Based on Synovus Financial's 13F filing for Q4 2021, filed 14 Feb 2022.