FHC
FBZ

First Heartland Consultants’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-2,475
Closed -$48K – 256
2013
Q2 		$48K Buy
+2,475
New +$55.9K 0.03% 267

Other funds holding FBZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First Heartland Consultants's FBZ Position: Q3 2013 in Review

First Heartland Consultants sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2013, closing a stake of 2,475 shares — an estimated $48K sold.

First Heartland Consultants first reported a position in FBZ in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 8 funds tracked by Wall St. Rank hold FBZ as of Q3 2013.

  • First Heartland Consultants reported no remaining First Trust Brazil AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 2,475 First Trust Brazil AlphaDEX Fund shares in Q3 2013, an estimated $48K.
  • First Heartland Consultants first reported a position in First Trust Brazil AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's First Trust Brazil AlphaDEX Fund position peaked at $48K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.