Advisor Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Advisor Group’s Portfolio FSZ Stock Details FSZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$181K	Hold	3,333	–	–	﹤0.01%	2470
2019 Q3	$162K	Hold	3,333	–	–	﹤0.01%	2485
2019 Q2	$171K	Hold	3,333	–	–	﹤0.01%	2433
2019 Q1	$160K	Buy	3,333 +3,083	+1,233%	+$145K	﹤0.01%	2463
2018 Q4	$11K	Sell	250 -2,897	-92%	-$132K	﹤0.01%	4142
2018 Q3	$160K	Buy	3,147 +579	+23%	+$29.7K	﹤0.01%	2360
2018 Q2	$130K	Buy	2,568 +964	+60%	+$50.2K	﹤0.01%	2306
2018 Q1	$84K	Hold	1,604	–	–	﹤0.01%	2689
2017 Q4	$84K	Buy	1,604 +987	+160%	+$50.9K	﹤0.01%	2705
2017 Q3	$32K	Hold	617	–	–	﹤0.01%	3260
2017 Q2	$30K	Buy	617 +367	+147%	+$17.6K	﹤0.01%	3200
2017 Q1	$11K	Hold	250	–	–	﹤0.01%	3721
2016 Q4	$10K	Buy	+250	New	+$10K	﹤0.01%	3617

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's FSZ Position: Q4 2019 in Review

Advisor Group held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q4 2019 at 3,333 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Advisor Group first reported a position in FSZ in Q4 2016 and has held it in 13 quarters since. 32 funds tracked by Wall St. Rank hold FSZ as of Q4 2019.

Advisor Group held 3,333 shares of First Trust Switzerland AlphaDEX Fund worth $181K as of Q4 2019.
Advisor Group left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q4 2019.
First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2470 holding.
Advisor Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2016 and has held it in 13 quarters since.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.