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First Trust Materials AlphaDEX Fnd shares owned by Carter Financial Group

Quarter-by-quarter ownership of First Trust Materials AlphaDEX Fnd (FXZ) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group 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 Carter Financial Group 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 3.0k 76.22

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Top funds holding First Trust Materials AlphaDEX Fnd

Wells Fargo & Company
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Cetera Investment Advisers
Cambridge Investment Research Advisors
Ameriprise Financial
Virtue Capital Management
WCG Wealth Advisors
Envestnet Asset Management
IronBridge Private Wealth
Branch Banking & Trust Company
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding First Trust Materials AlphaDEX Fnd