Ameriprise’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Ameriprise’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
2017 Q2	–	Sell	-11,302	Closed	-$507K	–	3754
2017 Q1	$507K	Buy	11,302 +1,331	+13%	+$57.4K	﹤0.01%	3172
2016 Q4	$407K	Buy	9,971 +2,053	+26%	+$82.2K	﹤0.01%	3364
2016 Q3	$326K	Buy	+7,918	New	+$316K	﹤0.01%	3360
2016 Q1	–	Sell	-5,158	Closed	-$207K	–	3792
2015 Q4	$207K	Buy	+5,158	New	+$204K	﹤0.01%	3643
2015 Q3	–	Sell	-12,509	Closed	-$502K	–	3886
2015 Q2	$502K	Buy	12,509 +746	+6%	+$31.3K	﹤0.01%	3442
2015 Q1	$475K	Sell	11,763 -9,502	-45%	-$373K	﹤0.01%	3227
2014 Q4	$809K	Sell	21,265 -2,358	-10%	-$90.3K	﹤0.01%	2950
2014 Q3	$922K	Buy	23,623 +6,806	+40%	+$282K	﹤0.01%	2838
2014 Q2	$725K	Buy	16,817 +5,089	+43%	+$222K	﹤0.01%	2875
2014 Q1	$508K	Buy	11,728 +9,932	+553%	+$417K	﹤0.01%	2950
2013 Q4	$74K	Buy	1,796 +2	+0.1%	+$79	﹤0.01%	3512
2013 Q3	$68K	Sell	1,794 -1,603	-47%	-$58.8K	﹤0.01%	3650
2013 Q2	$115K	Buy	+3,397	New	+$119K	﹤0.01%	3321

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Ameriprise's FSZ Position: Q2 2017 in Review

Ameriprise sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2017, closing a stake of 11,302 shares — an estimated $507K sold.

Ameriprise first reported a position in FSZ in Q2 2013 and held it in 13 quarters. The position peaked at $922K in Q3 2014. 32 funds tracked by Wall St. Rank hold FSZ as of Q2 2017.

Ameriprise reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Ameriprise sold 11,302 First Trust Switzerland AlphaDEX Fund shares in Q2 2017, an estimated $507K.
Ameriprise first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2013 and held it in 13 quarters.
Ameriprise's First Trust Switzerland AlphaDEX Fund position peaked at $922K in Q3 2014.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2017.

Based on Ameriprise's 13F filing for Q2 2017, filed 10 Aug 2017.