First Trust Brazil AlphaDEX Fund
FBZ was delisted on the 11th of July, 2025.
7 hedge funds and large institutions have $1.8M invested in First Trust Brazil AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
1% more capital invested
Capital invested by funds: $1.78M → $1.8M (+$22.7K)
0.6% less ownership
Funds ownership: 36.71% → 36.12% (-0.6%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$422K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$19.2K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.14K |
| 4 |
AIG
American International Group
New York
|
+$1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$182K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$173K |
| 3 |
Morgan Stanley
New York
|
-$111K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2K |
FBZ Hedge Fund Activity: Q2 2014 in Review
7 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Brazil AlphaDEX Fund (FBZ) for Q2 2014, worth a combined $1.8M — up 1.3% from $1.78M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FBZ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Royal Bank of Canada, adding an estimated $422K. The largest seller was Creative Planning, exiting entirely with an estimated $182K sold.
- 7 institutional investors held First Trust Brazil AlphaDEX Fund (FBZ) as of Q2 2014, down from 8 in Q1 2014.
- Funds reported $1.8M of First Trust Brazil AlphaDEX Fund stock for Q2 2014, up 1.3% quarter-over-quarter.
- 1 fund opened new First Trust Brazil AlphaDEX Fund positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest First Trust Brazil AlphaDEX Fund buyer in Q2 2014 was Royal Bank of Canada, an estimated $422K added.
- The largest First Trust Brazil AlphaDEX Fund seller in Q2 2014 was Creative Planning, an estimated $182K sold.
Based on aggregated 13F filings for Q2 2014.