Wealthcare Advisory Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-12,035	Closed	-$786K	–	735
2023 Q1	$786K	Buy	+12,035	New	+$806K	0.03%	342
2021 Q2	–	Sell	-500	Closed	-$28K	–	1041
2021 Q1	$28K	Buy	+500	New	+$26K	﹤0.01%	1083
2020 Q2	–	Sell	-500	Closed	-$14K	–	727
2020 Q1	$14K	Hold	500	–	–	﹤0.01%	823
2019 Q4	$20K	Hold	500	–	–	﹤0.01%	760
2019 Q3	$19K	Buy	+500	New	+$18.5K	﹤0.01%	761
2018 Q3	–	Sell	-106	Closed	-$4K	–	1257
2018 Q2	$4K	Buy	+106	New	+$4.54K	﹤0.01%	1017

Other funds holding FXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthcare Advisory Partners's FXZ Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2023, closing a stake of 12,035 shares — an estimated $786K sold.

Wealthcare Advisory Partners first reported a position in FXZ in Q2 2018 and held it in 6 quarters. The position peaked at $786K in Q1 2023. 150 funds tracked by Wall St. Rank hold FXZ as of Q2 2023.

Wealthcare Advisory Partners reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,035 First Trust Materials AlphaDEX Fund shares in Q2 2023, an estimated $786K.
Wealthcare Advisory Partners first reported a position in First Trust Materials AlphaDEX Fund in Q2 2018 and held it in 6 quarters.
Wealthcare Advisory Partners's First Trust Materials AlphaDEX Fund position peaked at $786K in Q1 2023.
150 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.