BRWM
FTW

B. Riley Wealth Management’s First Trust Taiwan AlphaDEX Fund FTW Stock Holding History

B. Riley Wealth Management’s Portfolio FTW Stock Details FTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-530
Closed -$19K – 1170
2014
Q4 		$19K Hold
530
– – 0.02% 599
2014
Q3 		$18K Buy
+530
New +$20.1K 0.01% 648

Other funds holding FTW

AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

B. Riley Wealth Management's FTW Position: Q1 2015 in Review

B. Riley Wealth Management sold out of First Trust Taiwan AlphaDEX Fund (FTW) in Q1 2015, closing a stake of 530 shares — an estimated $19K sold.

B. Riley Wealth Management first reported a position in FTW in Q3 2014 and held it in 2 quarters. The position peaked at $19K in Q4 2014. 11 funds tracked by Wall St. Rank hold FTW as of Q1 2015.

  • B. Riley Wealth Management reported no remaining First Trust Taiwan AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 530 First Trust Taiwan AlphaDEX Fund shares in Q1 2015, an estimated $19K.
  • B. Riley Wealth Management first reported a position in First Trust Taiwan AlphaDEX Fund in Q3 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's First Trust Taiwan AlphaDEX Fund position peaked at $19K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held First Trust Taiwan AlphaDEX Fund as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.