First Trust Brazil AlphaDEX Fund (FBZ) Institutional Ownership

$11.15
-0.09 (-0.80%)
(As of 10:18 AM ET)

Institutional Ownership Changes (13F Filings) for First Trust Brazil AlphaDEX Fund (NASDAQ:FBZ)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$553.55K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$28.76K
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FBZ Institutional Buying and Selling by Quarter

First Trust Brazil AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024Tower Research Capital LLC TRC 2,944$36K0.0%-44.4%0.535%
11/8/2023Kestra Private Wealth Services LLC11,157$113K0.0%N/A2.029%
10/24/2023 Cambridge Investment Research Advisors Inc.14,503$147K0.0%N/A2.637%
8/9/2023Flow Traders U.S. LLC36,644$404K0.0%+99.7%6.663%
8/2/2023Bank of Montreal Can8,299$94K0.0%N/A1.509%
2/9/2023First Trust Advisors LP5,230,511$54.76M0.1%N/A804.694%
2/9/2023HighTower Advisors LLC34,881$365K0.0%N/A5.366%
2/7/2023Benjamin F. Edwards & Company Inc.224,968$2.36M0.1%N/A34.610%
2/7/2023Envestnet Asset Management Inc.19,132$200K0.0%N/A2.943%
2/1/2023Bank of Montreal Can32,325$353K0.0%N/A4.973%
1/31/2023Kestra Advisory Services LLC39,472$413K0.0%N/A5.263%
11/15/2022Flow Traders U.S. LLC49,746$500K0.0%+39.3%7.107%
11/14/2022OLD Mission Capital LLC22,343$225K0.0%-85.2%3.192%
8/13/2022Flow Traders U.S. LLC35,701$352K0.0%N/A6.491%
8/5/2022OLD Mission Capital LLC151,344$1.49M0.0%+66.5%27.517%
6/9/2022Smart Portfolios LLC81,562$1.14M1.8%-1.5%9.062%
5/2/2022 Altfest L J & Co. Inc.19,445$271K0.0%-91.9%2.161%
4/28/2022Belpointe Asset Management LLC15,376$214K0.0%N/A1.708%
1/26/2022Smart Portfolios LLC82,837$955K0.7%+29.7%7.889%
1/24/2022 Altfest L J & Co. Inc.238,760$2.75M0.5%N/A22.739%
11/12/2021OLD Mission Capital LLC42,841$542K0.0%-6.4%7.789%
11/10/2021Smart Portfolios LLC63,881$809K0.6%+10.9%11.615%
11/1/2021Black Swift Group LLC30,000$380K0.1%N/A5.455%
8/13/2021OLD Mission Capital LLC45,768$677K0.0%N/A5.384%
8/13/2021Stifel Financial Corp14,625$216K0.0%-6.9%1.721%
8/12/2021 Synergy Financial Management LLC299,206$4.43M1.2%N/A35.201%
8/12/2021Smart Portfolios LLC57,589$852K0.7%+7.6%6.775%
8/11/2021Susquehanna International Group LLP34,879$516K0.0%N/A4.103%
(Data available from 1/1/2016 forward)

FBZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBZ shares?

During the previous two years, 14 institutional investors and hedge funds held shares of First Trust Brazil AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($54.76M), Benjamin F. Edwards & Company Inc. ($2.36M), Smart Portfolios LLC ($1.14M), Kestra Advisory Services LLC ($413K), Flow Traders U.S. LLC ($404K), HighTower Advisors LLC ($365K), and Altfest L J & Co. Inc. ($271K).Learn more on FBZ's institutional investors.

Which institutional investors have been buying First Trust Brazil AlphaDEX Fund stock?

Of the 11 institutional investors that purchased First Trust Brazil AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($5.23M), Benjamin F. Edwards & Company Inc. ($224.97K), Flow Traders U.S. LLC ($68.04K), OLD Mission Capital LLC ($60.45K), Bank of Montreal Can ($40.62K), Kestra Advisory Services LLC ($39.47K), and HighTower Advisors LLC ($34.88K).

How much institutional buying is happening at First Trust Brazil AlphaDEX Fund?

Institutional investors have bought a total of 5,759,120 shares in the last 24 months. This purchase volume represents approximately $120.03M in transactions.

Which First Trust Brazil AlphaDEX Fund major shareholders have been selling company stock?

The following institutional investors have sold First Trust Brazil AlphaDEX Fund stock in the last 24 months: Altfest L J & Co. Inc. ($219.32K), OLD Mission Capital LLC ($129.00K), Tower Research Capital LLC TRC ($2.35K), and Smart Portfolios LLC ($1.28K).

How much institutional selling is happening at First Trust Brazil AlphaDEX Fund?

Institutional investors have sold a total of 351,944 shares in the last 24 months. This volume of shares sold represents approximately $8.77M in transactions.


This page (NASDAQ:FBZ) was last updated on 4/25/2024 by MarketBeat.com Staff

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