SFPG
FBZ

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

Stonebridge Financial Planning 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
2020
Q2 		– Sell
-1,500
Closed -$14K – 397
2020
Q1 		$14K Hold
1,500
– – 0.01% 273
2019
Q4 		$26K Buy
+1,500
New +$24.5K 0.02% 220

Other funds holding FBZ

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stonebridge Financial Planning Group's FBZ Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q2 2020, closing a stake of 1,500 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in FBZ in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 14 funds tracked by Wall St. Rank hold FBZ as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining First Trust Brazil AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,500 First Trust Brazil AlphaDEX Fund shares in Q2 2020, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Brazil AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's First Trust Brazil AlphaDEX Fund position peaked at $26K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.