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First Trust Materials AlphaDEX Fnd shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of First Trust Materials AlphaDEX Fnd (FXZ) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in First Trust Materials AlphaDEX Fnd

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All positions including First Trust Materials AlphaDEX Fnd held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Materials AlphaDEX Fnd by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $66k 950 68.96

More positions owned by Planning Capital Management Corp

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Johnson & Johnson (JNJ)
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Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding First Trust Materials AlphaDEX Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Cornerstone Planning Group
Cambridge Investment Research Advisors
Advisor Group Holdings
Baird Financial
Janney Montgomery Scott
FOCUS Wealth Advisors
Goldman Sachs Group
Etfidea

View all funds holding First Trust Materials AlphaDEX Fnd