Atwood & Palmer’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Atwood & Palmer’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
2017 Q1	–	Sell	-1,015	Closed	-$14K	–	307
2016 Q4	$14K	Hold	1,015	–	–	﹤0.01%	243
2016 Q3	$14K	Sell	1,015 -45	-4%	-$617	﹤0.01%	243
2016 Q2	$14K	Buy	+1,060	New	+$12.1K	﹤0.01%	242

Other funds holding FBZ

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Atwood & Palmer's FBZ Position: Q1 2017 in Review

Atwood & Palmer sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q1 2017, closing a stake of 1,015 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in FBZ in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q4 2016. 28 funds tracked by Wall St. Rank hold FBZ as of Q1 2017.

Atwood & Palmer reported no remaining First Trust Brazil AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 1,015 First Trust Brazil AlphaDEX Fund shares in Q1 2017, an estimated $14K.
Atwood & Palmer first reported a position in First Trust Brazil AlphaDEX Fund in Q2 2016 and held it in 3 quarters.
Atwood & Palmer's First Trust Brazil AlphaDEX Fund position peaked at $14K in Q4 2016.
28 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.