Cornerstone Planning Group LLC
Position in FXZ — First Trust Materials AlphaDEX Fund
CIK 1822587
FAIRFIELD, NJ
All Filings in FXZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FXZ | $265,515 | 3,484 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 FXZ | $272,568 | 4,205 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 FXZ | $713,273 | 11,581 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 FXZ | $11,028,310 | 193,649 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 FXZ | $9,524,369 | 171,765 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 FXZ | $8,786,291 | 154,661 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 FXZ | $9,000,455 | 134,255 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 FXZ | $8,044,356 | 124,103 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FXZ | $8,132,260 | 113,993 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 FXZ | $7,102,259 | 102,991 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 FXZ | $5,839,792 | 92,651 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FXZ | $4,944,876 | 77,035 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 FXZ | $469,451 | 7,748 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||