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First Trust Materials AlphaDEX Fnd shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0M 91k 76.21
2023-03-31 $8.7M 134k 65.32
2022-12-31 $7.6M 125k 60.59
2022-09-30 $6.5M 125k 51.90
2022-06-30 $8.6M 263k 32.72

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Amazon (AMZN)
Dbx Etf Tr Xtrackers S&p (SNPE)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Alphabet Cap Stk Cl C (GOOGL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Thornburg Etf Tr Multi Sector Bd (TMB)

View all positions for WCG Wealth Advisors

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