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

WealthShield’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
2017 Q4	$357K	Buy	+7,949	New	+$333K	0.22%	85

Other funds holding FXZ

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

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

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

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

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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

WealthShield's FXZ Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q4 2017: 7,949 shares worth $357K. The stake represents 0.22% of the portfolio and ranks #85 among its holdings.

83 funds tracked by Wall St. Rank hold FXZ as of Q4 2017.

WealthShield held 7,949 shares of First Trust Materials AlphaDEX Fund worth $357K as of Q4 2017.
First Trust Materials AlphaDEX Fund was a new WealthShield position in Q4 2017.
First Trust Materials AlphaDEX Fund made up 0.22% of WealthShield's portfolio in Q4 2017, its #85 holding.
83 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.