IPC
FBZ

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

Independent Portfolio 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
2017
Q2 		$10K Hold
695
– – ﹤0.01% 714
2017
Q1 		$11K Buy
+695
New +$10.9K ﹤0.01% 738

Other funds holding FBZ

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Portfolio Consultants's FBZ Position: Q2 2017 in Review

Independent Portfolio Consultants held its First Trust Brazil AlphaDEX Fund (FBZ) position steady in Q2 2017 at 695 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Independent Portfolio Consultants first reported a position in FBZ in Q1 2017 and has held it in 2 quarters since. The position peaked at $11K in Q1 2017. 22 funds tracked by Wall St. Rank hold FBZ as of Q2 2017.

  • Independent Portfolio Consultants held 695 shares of First Trust Brazil AlphaDEX Fund worth $10K as of Q2 2017.
  • Independent Portfolio Consultants left its First Trust Brazil AlphaDEX Fund share count unchanged in Q2 2017.
  • First Trust Brazil AlphaDEX Fund made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #714 holding.
  • Independent Portfolio Consultants first reported a position in First Trust Brazil AlphaDEX Fund in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's First Trust Brazil AlphaDEX Fund position peaked at $11K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.