Westside Investment Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Westside Investment 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
2025 Q1	–	Sell	-92	Closed	-$5.23K	–	991
2024 Q4	$5.23K	Hold	92	–	–	﹤0.01%	769
2024 Q3	$6.17K	Hold	92	–	–	﹤0.01%	747
2024 Q2	$5.96K	Hold	92	–	–	﹤0.01%	732
2024 Q1	$6.56K	Hold	92	–	–	﹤0.01%	692
2023 Q4	$6.34K	Hold	92	–	–	﹤0.01%	669
2023 Q3	$5.8K	Sell	92 -201	-69%	-$13.1K	﹤0.01%	671
2023 Q2	$18.8K	Hold	293	–	–	0.01%	496
2023 Q1	$19.1K	Hold	293	–	–	0.01%	497
2022 Q4	$17	Hold	293	–	–	﹤0.01%	543
2022 Q3	$15	Hold	293	–	–	﹤0.01%	539
2022 Q2	$16	Buy	293 +201	+218%	+$13.6K	﹤0.01%	536
2022 Q1	$6	Hold	92	–	–	﹤0.01%	659
2021 Q4	$5	Hold	92	–	–	﹤0.01%	668
2021 Q3	$5	Hold	92	–	–	﹤0.01%	650
2021 Q2	$5	Hold	92	–	–	﹤0.01%	639
2021 Q1	$5	Hold	92	–	–	﹤0.01%	623
2020 Q4	$4	Hold	92	–	–	﹤0.01%	572
2020 Q3	$3	Sell	92 -92	-50%	-$3.43K	﹤0.01%	590
2020 Q2	$6	Hold	184	–	–	﹤0.01%	518
2020 Q1	$5	Buy	+184	New	+$6.4K	﹤0.01%	526
2019 Q2	$7	Buy	+184	New	+$6.94K	﹤0.01%	519
2018 Q4	$6.17K	Hold	184	–	–	﹤0.01%	535
2018 Q3	$7.64K	Hold	184	–	–	﹤0.01%	538
2018 Q2	$7.67K	Hold	184	–	–	﹤0.01%	616
2018 Q1	$7.57K	Hold	184	–	–	﹤0.01%	600
2017 Q4	$8.4K	Hold	184	–	–	﹤0.01%	603
2017 Q3	$7.54K	Hold	184	–	–	﹤0.01%	610
2017 Q2	$7.07K	Hold	184	–	–	﹤0.01%	609
2017 Q1	$6.9K	Buy	+184	New	+$6.92K	﹤0.01%	583

Other funds holding FXZ

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

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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Westside Investment Management's FXZ Position: Q1 2025 in Review

Westside Investment Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2025, closing a stake of 92 shares — an estimated $5.23K sold.

Westside Investment Management first reported a position in FXZ in Q1 2017 and held it in 29 quarters. The position peaked at $19.1K in Q1 2023. 103 funds tracked by Wall St. Rank hold FXZ as of Q1 2025.

Westside Investment Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Westside Investment Management sold 92 First Trust Materials AlphaDEX Fund shares in Q1 2025, an estimated $5.23K.
Westside Investment Management first reported a position in First Trust Materials AlphaDEX Fund in Q1 2017 and held it in 29 quarters.
Westside Investment Management's First Trust Materials AlphaDEX Fund position peaked at $19.1K in Q1 2023.
103 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.