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First Trust Materials AlphaDEX Fnd shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning 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 Cornerstone Planning 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 134k 65.98
2024-03-31 $7.8M 114k 68.14
2023-12-31 $7.1M 103k 68.96
2023-09-30 $5.8M 93k 63.03
2023-06-30 $4.9M 77k 64.19
2022-12-31 $512k 7.7k 66.06

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding First Trust Materials AlphaDEX Fnd

Wells Fargo & Company
Morgan Stanley
LPL Financial
Bank of America Corporation
Cornerstone Planning Group
Cetera Investment Advisers
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Cambridge Investment Research Advisors
FOCUS Wealth Advisors
Royal Bank of Canada
Envestnet Asset Management
Etfidea
Goldman Sachs Group

View all funds holding First Trust Materials AlphaDEX Fnd