LRIA
FBZ

Leonard Rickey Investment Advisors’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Leonard Rickey Investment Advisors’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
2020
Q1 		– Sell
-13,201
Closed -$228K – 71
2019
Q4 		$228K Buy
13,201
+655
+5% +$10.7K 0.14% 75
2019
Q3 		$198K Sell
12,546
-1,014
-7% -$16.4K 0.13% 77
2019
Q2 		$214K Sell
13,560
-7,319
-35% -$107K 0.14% 71
2019
Q1 		$298K Sell
20,879
-76
-0.4% -$1.14K 0.22% 52
2018
Q4 		$277K Sell
20,955
-1,038
-5% -$13.7K 0.23% 52
2018
Q3 		$251K Sell
21,993
-95
-0.4% -$1.11K 0.18% 56
2018
Q2 		$253K Buy
22,088
+1,225
+6% +$17.7K 0.19% 54
2018
Q1 		$349K Sell
20,863
-995
-5% -$16.6K 0.27% 43
2017
Q4 		$339K Buy
+21,858
New +$347K 0.26% 45

Other funds holding FBZ

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return