Belpointe Asset Management’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Belpointe Asset Management’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
2022 Q2	–	Sell	-15,376	Closed	-$214K	–	1174
2022 Q1	$214K	Buy	+15,376	New	+$188K	0.01%	876
2021 Q1	–	Sell	-17,765	Closed	-$238K	–	1023
2020 Q4	$238K	Buy	+17,765	New	+$211K	0.02%	640

Other funds holding FBZ

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Belpointe Asset Management's FBZ Position: Q2 2022 in Review

Belpointe Asset Management sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q2 2022, closing a stake of 15,376 shares — an estimated $214K sold.

Belpointe Asset Management first reported a position in FBZ in Q4 2020 and held it in 2 quarters. The position peaked at $238K in Q4 2020. 10 funds tracked by Wall St. Rank hold FBZ as of Q2 2022.

Belpointe Asset Management reported no remaining First Trust Brazil AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Belpointe Asset Management sold 15,376 First Trust Brazil AlphaDEX Fund shares in Q2 2022, an estimated $214K.
Belpointe Asset Management first reported a position in First Trust Brazil AlphaDEX Fund in Q4 2020 and held it in 2 quarters.
Belpointe Asset Management's First Trust Brazil AlphaDEX Fund position peaked at $238K in Q4 2020.
10 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q2 2022.

Based on Belpointe Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.