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Catalyst Private Wealth’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-646
Closed -$35K – 139
2020
Q3 		$35K Buy
+646
New +$33.7K 0.03% 135

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catalyst Private Wealth's FSZ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2020, closing a stake of 646 shares — an estimated $35K sold.

Catalyst Private Wealth first reported a position in FSZ in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2020.

  • Catalyst Private Wealth reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 646 First Trust Switzerland AlphaDEX Fund shares in Q4 2020, an estimated $35K.
  • Catalyst Private Wealth first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's First Trust Switzerland AlphaDEX Fund position peaked at $35K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.