NFG
FBZ

Next Financial Group’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Next Financial Group’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
2019
Q3 		– Sell
-2,430
Closed -$38K – 2338
2019
Q2 		$38K Buy
+2,430
New +$35.6K ﹤0.01% 1249

Other funds holding FBZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Financial Group's FBZ Position: Q3 2019 in Review

Next Financial Group sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2019, closing a stake of 2,430 shares — an estimated $38K sold.

Next Financial Group first reported a position in FBZ in Q2 2019 and held it in 1 quarter. The position peaked at $38K in Q2 2019. 27 funds tracked by Wall St. Rank hold FBZ as of Q3 2019.

  • Next Financial Group reported no remaining First Trust Brazil AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 2,430 First Trust Brazil AlphaDEX Fund shares in Q3 2019, an estimated $38K.
  • Next Financial Group first reported a position in First Trust Brazil AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Next Financial Group's First Trust Brazil AlphaDEX Fund position peaked at $38K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.