Creative Planning
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in FXZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FXZ | $671,410 | 8,810 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FXZ | $569,702 | 8,789 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FXZ | $543,470 | 8,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FXZ | $531,685 | 9,336 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FXZ | $531,599 | 9,587 | Shares | Sole | 2025-05-15 | |
| 2022-09-30 FXZ | $249,650 | 4,813 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||