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KAS
FBZ
Kestra Advisory Services’s
First Trust Brazil AlphaDEX Fund
FBZ
Stock Holding History
Kestra Advisory Services’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
2023
Q2
–
Sell
-17,693
Closed
-$171K
–
2128
2023
Q1
$171K
Sell
17,693
-21,779
-55%
-$228K
﹤0.01%
1879
2022
Q4
$413K
Buy
+39,472
New
+$424K
﹤0.01%
1522
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61.18%
1-Year Est. Return
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$4.22B AUM
14.68%
1-Year Est. Return
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$141B AUM
30.34%
1-Year Est. Return
FTUS
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$3.16B AUM
19.52%
1-Year Est. Return
GS
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$2.83B AUM
21.76%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
TRCT
Tower Research Capital (TRC)
New York
$3.85B AUM
32.11%
1-Year Est. Return
MIM
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$316M AUM
19.47%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
TFA
Transamerica Financial Advisors
St. Petersburg, Florida
$1.17B AUM
23.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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