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WESPAC Advisors SoCal’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

WESPAC Advisors SoCal’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
-285
Closed -$12K – 147
2018
Q1 		$12K Buy
+285
New +$12.6K 0.01% 187

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
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
HighTower Advisors
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

WESPAC Advisors SoCal's FXZ Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2018, closing a stake of 285 shares — an estimated $12K sold.

WESPAC Advisors SoCal first reported a position in FXZ in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 79 funds tracked by Wall St. Rank hold FXZ as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 285 First Trust Materials AlphaDEX Fund shares in Q2 2018, an estimated $12K.
  • WESPAC Advisors SoCal first reported a position in First Trust Materials AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's First Trust Materials AlphaDEX Fund position peaked at $12K in Q1 2018.
  • 79 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.