Stonebridge Financial Planning Group, LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1802494
ORLANDO, FL
All Filings in FXZ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 FXZ | $245,135 | 4,315 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 FXZ | $375,155 | 5,596 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 FXZ | $560,174 | 8,642 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 FXZ | $615,022 | 8,621 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FXZ | $613,606 | 8,898 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 FXZ | $701,271 | 11,126 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FXZ | $747,043 | 11,638 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 FXZ | $857,129 | 13,122 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 FXZ | $732,593 | 12,091 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 FXZ | $595,830 | 11,487 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 FXZ | $709,099 | 12,546 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||