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

Baird Financial 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
2021 Q3	–	Sell	-11,435	Closed	-$760K	–	1880
2021 Q2	$760K	Sell	11,435 -243	-2%	-$16.1K	﹤0.01%	1282
2021 Q1	$724K	Sell	11,678 -543	-4%	-$33.7K	﹤0.01%	1245
2020 Q4	$738K	Buy	12,221 +980	+9%	+$55.4K	﹤0.01%	1123
2020 Q3	$605K	Sell	11,241 -2,325	-17%	-$121K	﹤0.01%	1100
2020 Q2	$662K	Buy	13,566 +101	+0.8%	+$4.63K	﹤0.01%	1066
2020 Q1	$564K	Sell	13,465 -909	-6%	-$45.6K	﹤0.01%	1026
2019 Q4	$776K	Buy	14,374 +600	+4%	+$30.6K	﹤0.01%	1037
2019 Q3	$670K	Sell	13,774 -108	-0.8%	-$5.27K	﹤0.01%	1085
2019 Q2	$712K	Buy	+13,882	New	+$689K	﹤0.01%	1097
2018 Q1	–	Sell	-19,107	Closed	-$1.01M	–	1265
2017 Q4	$1.01M	Buy	+19,107	New	+$985K	0.01%	822

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

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

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

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

RJFSA

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

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

Baird Financial Group's FSZ Position: Q3 2021 in Review

Baird Financial Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2021, closing a stake of 11,435 shares — an estimated $760K sold.

Baird Financial Group first reported a position in FSZ in Q4 2017 and held it in 10 quarters. The position peaked at $1.01M in Q4 2017. 25 funds tracked by Wall St. Rank hold FSZ as of Q3 2021.

Baird Financial Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Baird Financial Group sold 11,435 First Trust Switzerland AlphaDEX Fund shares in Q3 2021, an estimated $760K.
Baird Financial Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 10 quarters.
Baird Financial Group's First Trust Switzerland AlphaDEX Fund position peaked at $1.01M in Q4 2017.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.