OPS
FBZ

Orion Portfolio Solutions’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-47
Closed -$1K – 944
2020
Q2 		$1K Hold
47
– – ﹤0.01% 1960
2020
Q1 		$0 Buy
+47
New +$691 ﹤0.01% 2021

Other funds holding FBZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Orion Portfolio Solutions's FBZ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2020, closing a stake of 47 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in FBZ in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 15 funds tracked by Wall St. Rank hold FBZ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Brazil AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 47 First Trust Brazil AlphaDEX Fund shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in First Trust Brazil AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's First Trust Brazil AlphaDEX Fund position peaked at $1K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.