Arkadios Wealth Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Arkadios Wealth Advisors’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
2020 Q3	–	Sell	-78	Closed	-$3.95K	–	1044
2020 Q2	$3.95K	Hold	78	–	–	﹤0.01%	807
2020 Q1	$3.25K	Hold	78	–	–	﹤0.01%	856
2019 Q4	$4.27K	Buy	+78	New	+$3.98K	﹤0.01%	721

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

RJA

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Arkadios Wealth Advisors's FSZ Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2020, closing a stake of 78 shares — an estimated $3.95K sold.

Arkadios Wealth Advisors first reported a position in FSZ in Q4 2019 and held it in 3 quarters. The position peaked at $4.27K in Q4 2019. 23 funds tracked by Wall St. Rank hold FSZ as of Q3 2020.

Arkadios Wealth Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 78 First Trust Switzerland AlphaDEX Fund shares in Q3 2020, an estimated $3.95K.
Arkadios Wealth Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
Arkadios Wealth Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $4.27K in Q4 2019.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.