EP Wealth Advisors, LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1540569
TORRANCE, CA
All Filings in FXZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FXZ | $100,118 | 1,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FXZ | $121,380 | 2,189 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FXZ | $124,357 | 2,189 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 FXZ | $115,142 | 1,614 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||