Arkadios Wealth Advisors’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Arkadios Wealth Advisors’s Portfolio FBZ Stock Details FBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-303	Closed	-$3.47K	–	1039
2020 Q2	$3.47K	Buy	303 +3	+1%	+$29	﹤0.01%	824
2020 Q1	$2.55K	Buy	300 +6	+2%	+$88	﹤0.01%	898
2019 Q4	$4.95K	Buy	+294	New	+$4.81K	﹤0.01%	702

Other funds holding FBZ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arkadios Wealth Advisors's FBZ Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2020, closing a stake of 303 shares — an estimated $3.47K sold.

Arkadios Wealth Advisors first reported a position in FBZ in Q4 2019 and held it in 3 quarters. The position peaked at $4.95K in Q4 2019. 15 funds tracked by Wall St. Rank hold FBZ as of Q3 2020.

Arkadios Wealth Advisors reported no remaining First Trust Brazil AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 303 First Trust Brazil AlphaDEX Fund shares in Q3 2020, an estimated $3.47K.
Arkadios Wealth Advisors first reported a position in First Trust Brazil AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
Arkadios Wealth Advisors's First Trust Brazil AlphaDEX Fund position peaked at $4.95K in Q4 2019.
15 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.