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First Trust Materials AlphaDEX Fnd shares owned by FOCUS Wealth Advisors

Quarter-by-quarter ownership of First Trust Materials AlphaDEX Fnd (FXZ) shares owned by FOCUS Wealth Advisors from 13F filings

Historical chart of FOCUS Wealth Advisors 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 FOCUS Wealth Advisors 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 58k 67.04
2024-06-30 $3.8M 58k 64.82
2024-03-31 $3.8M 53k 71.34
2023-12-31 $3.1M 45k 68.96
2023-09-30 $2.5M 39k 63.03
2023-06-30 $2.5M 39k 64.19
2023-03-31 $2.7M 42k 65.32
2022-12-31 $2.6M 42k 60.59
2022-09-30 $2.2M 42k 51.87
2022-06-30 $2.4M 42k 56.53

More positions owned by FOCUS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Home Cons Etf (ITB)
Stellar Bancorp Ord (STEL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Ser Tr S&p Metals Mng (XME)
Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

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