ZB
FXZ icon

Zions Bancorporation’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Zions Bancorporation’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
2024
Q3 		– Sell
-925
Closed -$60K – 891
2024
Q2 		$60K Buy
+925
New +$63.3K ﹤0.01% 425

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zions Bancorporation's FXZ Position: Q3 2024 in Review

Zions Bancorporation sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2024, closing a stake of 925 shares — an estimated $60K sold.

Zions Bancorporation first reported a position in FXZ in Q2 2024 and held it in 1 quarter. The position peaked at $60K in Q2 2024. 118 funds tracked by Wall St. Rank hold FXZ as of Q3 2024.

  • Zions Bancorporation reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 925 First Trust Materials AlphaDEX Fund shares in Q3 2024, an estimated $60K.
  • Zions Bancorporation first reported a position in First Trust Materials AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Zions Bancorporation's First Trust Materials AlphaDEX Fund position peaked at $60K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.