Baystate Wealth Management’s First Trust Eurozone AlphaDEX FEUZ Stock Holding History

Baystate Wealth Management’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
2020 Q2	–	Sell	-375	Closed	-$11K	–	674
2020 Q1	$11K	Hold	375	–	–	﹤0.01%	355
2019 Q4	$15K	Buy	375 +2	+0.5%	+$79	﹤0.01%	357
2019 Q3	$14K	Buy	373 +1	+0.3%	+$38	﹤0.01%	328
2019 Q2	$14K	Buy	372 +5	+1%	+$191	﹤0.01%	333
2019 Q1	$14K	Hold	367	–	–	﹤0.01%	344
2018 Q4	$13K	Buy	367 +1	+0.3%	+$37	﹤0.01%	348
2018 Q3	$14K	Sell	366 -1	-0.3%	-$43	﹤0.01%	332
2018 Q2	$15K	Buy	367 +7	+2%	+$313	﹤0.01%	322
2018 Q1	$17K	Hold	360	–	–	﹤0.01%	301
2017 Q4	$17K	Hold	360	–	–	﹤0.01%	314
2017 Q3	$15K	Sell	360 -1	-0.3%	-$41	﹤0.01%	310
2017 Q2	$15K	Buy	361 +4	+1%	+$152	﹤0.01%	304
2017 Q1	$13K	Buy	+357	New	+$12.2K	﹤0.01%	314

Other funds holding FEUZ

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's FEUZ Position: Q2 2020 in Review

Baystate Wealth Management sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q2 2020, closing a stake of 375 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in FEUZ in Q1 2017 and held it in 13 quarters. The position peaked at $17K in Q1 2018. 17 funds tracked by Wall St. Rank hold FEUZ as of Q2 2020.

Baystate Wealth Management reported no remaining First Trust Eurozone AlphaDEX position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 375 First Trust Eurozone AlphaDEX shares in Q2 2020, an estimated $11K.
Baystate Wealth Management first reported a position in First Trust Eurozone AlphaDEX in Q1 2017 and held it in 13 quarters.
Baystate Wealth Management's First Trust Eurozone AlphaDEX position peaked at $17K in Q1 2018.
17 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.