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

BOK Financial’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
2024
Q4 		– Sell
-94
Closed -$6.53K – 1364
2024
Q3 		$6.53K Buy
+94
New +$6.3K ﹤0.01% 1037

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BOK Financial's FSZ Position: Q4 2024 in Review

BOK Financial sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2024, closing a stake of 94 shares — an estimated $6.53K sold.

BOK Financial first reported a position in FSZ in Q3 2024 and held it in 1 quarter. The position peaked at $6.53K in Q3 2024. 26 funds tracked by Wall St. Rank hold FSZ as of Q4 2024.

  • BOK Financial reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 94 First Trust Switzerland AlphaDEX Fund shares in Q4 2024, an estimated $6.53K.
  • BOK Financial first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • BOK Financial's First Trust Switzerland AlphaDEX Fund position peaked at $6.53K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.