KPWS
FBZ

Kestra Private Wealth Services’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Kestra Private Wealth 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
Q4 		– Sell
-11,157
Closed -$113K – 1245
2023
Q3 		$113K Buy
+11,157
New +$120K ﹤0.01% 1075

Other funds holding FBZ

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's FBZ Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q4 2023, closing a stake of 11,157 shares — an estimated $113K sold.

Kestra Private Wealth Services first reported a position in FBZ in Q3 2023 and held it in 1 quarter. The position peaked at $113K in Q3 2023. 11 funds tracked by Wall St. Rank hold FBZ as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining First Trust Brazil AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,157 First Trust Brazil AlphaDEX Fund shares in Q4 2023, an estimated $113K.
  • Kestra Private Wealth Services first reported a position in First Trust Brazil AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's First Trust Brazil AlphaDEX Fund position peaked at $113K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.