Creative Planning’s First Trust Eurozone AlphaDEX FEUZ Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-300	Closed	-$10K	–	4723
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	3546
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	3511
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	3307
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	3278
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	3351
2015 Q3	$9K	Buy	+300	New	+$9.55K	﹤0.01%	3262

Other funds holding FEUZ

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Creative Planning's FEUZ Position: Q1 2017 in Review

Creative Planning sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q1 2017, closing a stake of 300 shares — an estimated $10K sold.

Creative Planning first reported a position in FEUZ in Q3 2015 and held it in 6 quarters. The position peaked at $10K in Q4 2016. 12 funds tracked by Wall St. Rank hold FEUZ as of Q1 2017.

Creative Planning reported no remaining First Trust Eurozone AlphaDEX position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 300 First Trust Eurozone AlphaDEX shares in Q1 2017, an estimated $10K.
Creative Planning first reported a position in First Trust Eurozone AlphaDEX in Q3 2015 and held it in 6 quarters.
Creative Planning's First Trust Eurozone AlphaDEX position peaked at $10K in Q4 2016.
12 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.