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

WealthShield 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
2018 Q2	–	Sell	-5,098	Closed	-$215K	–	252
2018 Q1	$215K	Sell	5,098 -2,851	-36%	-$126K	0.14%	114
2017 Q4	$357K	Buy	+7,949	New	+$333K	0.22%	85

Other funds holding FXZ

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

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

WealthShield Partners's FXZ Position: Q2 2018 in Review

WealthShield Partners sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2018, closing a stake of 5,098 shares — an estimated $215K sold.

WealthShield Partners first reported a position in FXZ in Q4 2017 and held it in 2 quarters. The position peaked at $357K in Q4 2017. 79 funds tracked by Wall St. Rank hold FXZ as of Q2 2018.

WealthShield Partners reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
WealthShield Partners sold 5,098 First Trust Materials AlphaDEX Fund shares in Q2 2018, an estimated $215K.
WealthShield Partners first reported a position in First Trust Materials AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
WealthShield Partners's First Trust Materials AlphaDEX Fund position peaked at $357K in Q4 2017.
79 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2018.

Based on WealthShield Partners's 13F filing for Q2 2018, filed 2 Aug 2018.