WFG Advisors’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-1,508	Closed	-$21K	–	1540
2016 Q4	$21K	Sell	1,508 -2,098	-58%	-$29.2K	0.01%	919
2016 Q3	$49K	Buy	3,606 +606	+20%	+$8.3K	0.01%	712
2016 Q2	$38K	Buy	+3,000	New	+$34.1K	0.01%	760

Other funds holding FBZ

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

WFG Advisors's FBZ Position: Q1 2017 in Review

WFG Advisors sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q1 2017, closing a stake of 1,508 shares — an estimated $21K sold.

WFG Advisors first reported a position in FBZ in Q2 2016 and held it in 3 quarters. The position peaked at $49K in Q3 2016. 28 funds tracked by Wall St. Rank hold FBZ as of Q1 2017.

WFG Advisors reported no remaining First Trust Brazil AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 1,508 First Trust Brazil AlphaDEX Fund shares in Q1 2017, an estimated $21K.
WFG Advisors first reported a position in First Trust Brazil AlphaDEX Fund in Q2 2016 and held it in 3 quarters.
WFG Advisors's First Trust Brazil AlphaDEX Fund position peaked at $49K in Q3 2016.
28 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.