Bank of Montreal’s First Trust Eurozone AlphaDEX FEUZ Stock Holding History

Bank of Montreal’s Portfolio FEUZ Stock Details FEUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,925	Closed	-$617K	–	3652
2024 Q3	$617K	Buy	+13,925	New	+$597K	﹤0.01%	2279
2024 Q1	–	Sell	-2,871	Closed	-$117K	–	4008
2023 Q4	$117K	Buy	+2,871	New	+$108K	﹤0.01%	3335
2019 Q2	–	Sell	-2,046	Closed	-$77K	–	4926
2019 Q1	$77K	Buy	+2,046	New	+$75.8K	﹤0.01%	3176

Other funds holding FEUZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Bank of Montreal's FEUZ Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q4 2024, closing a stake of 13,925 shares — an estimated $617K sold.

Bank of Montreal first reported a position in FEUZ in Q1 2019 and held it in 3 quarters. The position peaked at $617K in Q3 2024. 18 funds tracked by Wall St. Rank hold FEUZ as of Q4 2024.

Bank of Montreal reported no remaining First Trust Eurozone AlphaDEX position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 13,925 First Trust Eurozone AlphaDEX shares in Q4 2024, an estimated $617K.
Bank of Montreal first reported a position in First Trust Eurozone AlphaDEX in Q1 2019 and held it in 3 quarters.
Bank of Montreal's First Trust Eurozone AlphaDEX position peaked at $617K in Q3 2024.
18 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.