WMG Financial Advisors, LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1906711
Knoxville, TN
All Filings in FXZ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 FXZ | $253,196 | 4,111 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 FXZ | $234,121 | 4,111 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 FXZ | $296,934 | 5,355 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 FXZ | $316,829 | 5,577 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FXZ | $377,971 | 5,638 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 FXZ | $377,382 | 5,822 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 FXZ | $438,170 | 6,142 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 FXZ | $471,824 | 6,842 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 FXZ | $431,251 | 6,842 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FXZ | $512,557 | 7,985 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 FXZ | $1,492,039 | 22,842 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 FXZ | $1,204,710 | 19,883 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 FXZ | $830,023 | 16,002 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 FXZ | $933,201 | 16,511 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||