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First Trust Materials AlphaDEX Fnd shares owned by Willner & Heller

Quarter-by-quarter ownership of First Trust Materials AlphaDEX Fnd (FXZ) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in First Trust Materials AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Materials AlphaDEX Fnd held by Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 6.7k 68.96
2022-12-31 $387k 6.4k 60.59
2022-09-30 $276k 5.3k 51.87
2022-06-30 $205k 3.6k 56.46

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Ishares Tr Rus 1000 Grw Etf (IWF)
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View all positions for Willner & Heller

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