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

WealthPLAN 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 Q3	–	Sell	-236	Closed	-$15.1K	–	608
2023 Q2	$15.1K	Sell	236 -11	-4%	-$685	﹤0.01%	728
2023 Q1	$16.1K	Buy	+247	New	+$16.5K	﹤0.01%	769
2022 Q1	$1.13M	Buy	16,242 +553	+4%	+$35.6K	0.08%	161
2021 Q4	$923K	Buy	+15,689	New	+$944K	0.06%	184

Other funds holding FXZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's FXZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2023, closing a stake of 236 shares — an estimated $15.1K sold.

WealthPLAN Partners first reported a position in FXZ in Q4 2021 and held it in 4 quarters. The position peaked at $1.13M in Q1 2022. 144 funds tracked by Wall St. Rank hold FXZ as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 236 First Trust Materials AlphaDEX Fund shares in Q3 2023, an estimated $15.1K.
WealthPLAN Partners first reported a position in First Trust Materials AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
WealthPLAN Partners's First Trust Materials AlphaDEX Fund position peaked at $1.13M in Q1 2022.
144 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.