U
FBZ

UBS’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

UBS’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
2014
Q3 		$26K Buy
+1,461
New +$29.9K ﹤0.01% 7653
2013
Q4 		– Sell
-796
Closed -$16K – 10503
2013
Q3 		$16K Buy
+796
New +$15.4K ﹤0.01% 8302

Other funds holding FBZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

UBS's FBZ Position: Q3 2014 in Review

UBS opened a new position in First Trust Brazil AlphaDEX Fund (FBZ) in Q3 2014: 1,461 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #7653 among its holdings. This is a return to the name: UBS previously reported a position in FBZ as recently as Q3 2013.

UBS first reported a position in FBZ in Q3 2013 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FBZ as of Q3 2014.

  • UBS held 1,461 shares of First Trust Brazil AlphaDEX Fund worth $26K as of Q3 2014.
  • First Trust Brazil AlphaDEX Fund was a new UBS position in Q3 2014.
  • First Trust Brazil AlphaDEX Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7653 holding.
  • UBS first reported a position in First Trust Brazil AlphaDEX Fund in Q3 2013 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.