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

Geneos 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
2019 Q1	–	Sell	-200	Closed	-$6K	–	2431
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	1921
2018 Q3	$8K	Sell	200 -100	-33%	-$4.25K	﹤0.01%	1918
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	1638
2018 Q1	$13K	Buy	+300	New	+$13.7K	﹤0.01%	1544

Other funds holding FEUZ

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Geneos Wealth Management's FEUZ Position: Q1 2019 in Review

Geneos Wealth Management sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q1 2019, closing a stake of 200 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in FEUZ in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q1 2018. 26 funds tracked by Wall St. Rank hold FEUZ as of Q1 2019.

Geneos Wealth Management reported no remaining First Trust Eurozone AlphaDEX position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 200 First Trust Eurozone AlphaDEX shares in Q1 2019, an estimated $6K.
Geneos Wealth Management first reported a position in First Trust Eurozone AlphaDEX in Q1 2018 and held it in 4 quarters.
Geneos Wealth Management's First Trust Eurozone AlphaDEX position peaked at $13K in Q1 2018.
26 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.