AE Wealth Management LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1697723
TOPEKA, KS
All Filings in FXZ
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FXZ | $102,045 | 1,339 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FXZ | $103,712 | 1,600 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 FXZ | $103,101 | 1,674 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 FXZ | $135,142 | 2,373 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 FXZ | $119,938 | 2,163 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 FXZ | $189,290 | 3,332 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 FXZ | $363,490 | 5,422 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FXZ | $413,681 | 6,382 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FXZ | $522,850 | 7,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FXZ | $963,922 | 13,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FXZ | $840,568 | 13,336 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FXZ | $638,562 | 9,948 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 FXZ | $13,824,324 | 211,640 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 FXZ | $609,838 | 10,065 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FXZ | $512,838 | 9,887 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 FXZ | $473,524 | 8,378 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 FXZ | $1,258,395 | 17,568 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 FXZ | $922,516 | 14,841 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 FXZ | $862,147 | 15,401 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 FXZ | $690,282 | 12,007 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 FXZ | $464,693 | 8,426 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 FXZ | $279,162 | 5,805 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||