Retirement Planning Company of New England’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Retirement Planning Company of New England’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
2022 Q1	–	Sell	-882	Closed	-$10K	–	447
2021 Q4	$10K	Buy	+882	New	+$10.4K	﹤0.01%	641

Other funds holding FBZ

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Retirement Planning Company of New England's FBZ Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q1 2022, closing a stake of 882 shares — an estimated $10K sold.

Retirement Planning Company of New England first reported a position in FBZ in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 13 funds tracked by Wall St. Rank hold FBZ as of Q1 2022.

Retirement Planning Company of New England reported no remaining First Trust Brazil AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 882 First Trust Brazil AlphaDEX Fund shares in Q1 2022, an estimated $10K.
Retirement Planning Company of New England first reported a position in First Trust Brazil AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's First Trust Brazil AlphaDEX Fund position peaked at $10K in Q4 2021.
13 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.