Modern Wealth Management, LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 2001900
KANSAS CITY, MO
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 | $348,203 | 4,569 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 FXZ | $339,397 | 5,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FXZ | $342,317 | 5,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FXZ | $357,247 | 6,273 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 FXZ | $358,816 | 6,471 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 FXZ | $367,617 | 6,471 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||