Western Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Western Wealth Management’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
2022 Q3	–	Sell	-4,028	Closed	-$226K	–	823
2022 Q2	$226K	Sell	4,028 -48,807	-92%	-$3.31M	0.01%	700
2022 Q1	$3.78M	Buy	+52,835	New	+$3.4M	0.18%	124

Other funds holding FXZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Western Wealth Management's FXZ Position: Q3 2022 in Review

Western Wealth Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2022, closing a stake of 4,028 shares — an estimated $226K sold.

Western Wealth Management first reported a position in FXZ in Q1 2022 and held it in 2 quarters. The position peaked at $3.78M in Q1 2022. 154 funds tracked by Wall St. Rank hold FXZ as of Q3 2022.

Western Wealth Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 4,028 First Trust Materials AlphaDEX Fund shares in Q3 2022, an estimated $226K.
Western Wealth Management first reported a position in First Trust Materials AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
Western Wealth Management's First Trust Materials AlphaDEX Fund position peaked at $3.78M in Q1 2022.
154 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.