Northstar Wealth Partners’s First Trust Eurozone AlphaDEX FEUZ Stock Holding History

Northstar Wealth Partners’s Portfolio FEUZ Stock Details FEUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-20,272	Closed	-$846K	–	180
2018 Q2	$846K	Buy	20,272 +2,705	+15%	+$121K	0.42%	75
2018 Q1	$789K	Buy	17,567 +8,016	+84%	+$365K	0.4%	77
2017 Q4	$438K	Buy	9,551 +1,559	+20%	+$67.1K	0.39%	77
2017 Q3	$338K	Buy	7,992 +380	+5%	+$15.6K	0.33%	86
2017 Q2	$298K	Buy	+7,612	New	+$290K	0.27%	103

Other funds holding FEUZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northstar Wealth Partners's FEUZ Position: Q3 2018 in Review

Northstar Wealth Partners sold out of First Trust Eurozone AlphaDEX (FEUZ) in Q3 2018, closing a stake of 20,272 shares — an estimated $846K sold.

Northstar Wealth Partners first reported a position in FEUZ in Q2 2017 and held it in 5 quarters. The position peaked at $846K in Q2 2018. 23 funds tracked by Wall St. Rank hold FEUZ as of Q3 2018.

Northstar Wealth Partners reported no remaining First Trust Eurozone AlphaDEX position as of Q3 2018 after selling out during the quarter.
Northstar Wealth Partners sold 20,272 First Trust Eurozone AlphaDEX shares in Q3 2018, an estimated $846K.
Northstar Wealth Partners first reported a position in First Trust Eurozone AlphaDEX in Q2 2017 and held it in 5 quarters.
Northstar Wealth Partners's First Trust Eurozone AlphaDEX position peaked at $846K in Q2 2018.
23 funds tracked by Wall St. Rank held First Trust Eurozone AlphaDEX as of Q3 2018.

Based on Northstar Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.