BRWA
FBZ

B. Riley Wealth Advisors’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

B. Riley 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
2014
Q3 		– Sell
-960
Closed -$19.2K – 1060
2014
Q2 		$19.2K Buy
+960
New +$19.2K ﹤0.01% 1484

Other funds holding FBZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

B. Riley Wealth Advisors's FBZ Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2014, closing a stake of 960 shares — an estimated $19.2K sold.

B. Riley Wealth Advisors first reported a position in FBZ in Q2 2014 and held it in 1 quarter. The position peaked at $19.2K in Q2 2014. 10 funds tracked by Wall St. Rank hold FBZ as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining First Trust Brazil AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 960 First Trust Brazil AlphaDEX Fund shares in Q3 2014, an estimated $19.2K.
  • B. Riley Wealth Advisors first reported a position in First Trust Brazil AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust Brazil AlphaDEX Fund position peaked at $19.2K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.