BRWA
FSZ icon

B. Riley Wealth Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

B. Riley 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
2014
Q3 		– Sell
-500
Closed -$21.5K – 1104
2014
Q2 		$21.5K Buy
+500
New +$21.8K 0.01% 1433

Other funds holding FSZ

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

B. Riley Wealth Advisors's FSZ Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2014, closing a stake of 500 shares — an estimated $21.5K sold.

B. Riley Wealth Advisors first reported a position in FSZ in Q2 2014 and held it in 1 quarter. The position peaked at $21.5K in Q2 2014. 25 funds tracked by Wall St. Rank hold FSZ as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 500 First Trust Switzerland AlphaDEX Fund shares in Q3 2014, an estimated $21.5K.
  • B. Riley Wealth Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $21.5K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.