Atwood & Palmer’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-345	Closed	-$14K	–	313
2016 Q4	$14K	Hold	345	–	–	﹤0.01%	246
2016 Q3	$14K	Hold	345	–	–	﹤0.01%	246
2016 Q2	$13K	Sell	345 -857	-71%	-$34.4K	﹤0.01%	246
2016 Q1	$48K	Sell	1,202 -176,183	-99%	-$6.64M	0.01%	173
2015 Q4	$7.12M	Sell	177,385 -150,209	-46%	-$5.93M	1.35%	26
2015 Q3	$12.2M	Sell	327,594 -11,690	-3%	-$464K	2.39%	15
2015 Q2	$13.6M	Buy	339,284 +3,849	+1%	+$161K	2.45%	14
2015 Q1	$13.5M	Buy	335,435 +92,755	+38%	+$3.64M	2.42%	14
2014 Q4	$9.23M	Buy	242,680 +108,495	+81%	+$4.15M	1.72%	23
2014 Q3	$5.24M	Buy	134,185 +40,590	+43%	+$1.68M	0.99%	35
2014 Q2	$4.03M	Buy	+93,595	New	+$4.09M	1.07%	34

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

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

Jane Street New York $777B AUM 61.18% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atwood & Palmer's FSZ Position: Q1 2017 in Review

Atwood & Palmer sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2017, closing a stake of 345 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in FSZ in Q2 2014 and held it in 11 quarters. The position peaked at $13.6M in Q2 2015. 28 funds tracked by Wall St. Rank hold FSZ as of Q1 2017.

Atwood & Palmer reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 345 First Trust Switzerland AlphaDEX Fund shares in Q1 2017, an estimated $14K.
Atwood & Palmer first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2014 and held it in 11 quarters.
Atwood & Palmer's First Trust Switzerland AlphaDEX Fund position peaked at $13.6M in Q2 2015.
28 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.