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Capital Analysts LLC’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Capital Analysts LLC’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
Q2 		– Sell
-300
Closed -$19K – 990
2021
Q1 		$19K Buy
+300
New +$18.6K ﹤0.01% 721

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Analysts LLC's FSZ Position: Q2 2021 in Review

Capital Analysts LLC sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2021, closing a stake of 300 shares — an estimated $19K sold.

Capital Analysts LLC first reported a position in FSZ in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2021.

  • Capital Analysts LLC reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 300 First Trust Switzerland AlphaDEX Fund shares in Q2 2021, an estimated $19K.
  • Capital Analysts LLC first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's First Trust Switzerland AlphaDEX Fund position peaked at $19K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.