ROI Financial Advisors, LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 2011633
Beaverton, OR
All Filings in FXZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FXZ | $237,481 | 4,170 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 FXZ | $363,308 | 6,552 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 FXZ | $478,624 | 8,425 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 FXZ | $560,454 | 8,360 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 FXZ | $517,004 | 7,976 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FXZ | $554,240 | 7,769 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FXZ | $556,920 | 8,076 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||