CIBC World Market
FSZ icon

CIBC World Market’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

CIBC World Market’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
Q3 		– Sell
-11,141
Closed -$718K – 1344
2024
Q2 		$718K Buy
+11,141
New +$709K ﹤0.01% 863
2014
Q3 		– Sell
-15,834
Closed -$681K – 745
2014
Q2 		$681K Buy
+15,834
New +$692K ﹤0.01% 483

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CIBC World Market's FSZ Position: Q3 2024 in Review

CIBC World Market sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2024, closing a stake of 11,141 shares — an estimated $718K sold.

CIBC World Market first reported a position in FSZ in Q2 2014 and held it in 2 quarters. The position peaked at $718K in Q2 2024. 21 funds tracked by Wall St. Rank hold FSZ as of Q3 2024.

  • CIBC World Market reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • CIBC World Market sold 11,141 First Trust Switzerland AlphaDEX Fund shares in Q3 2024, an estimated $718K.
  • CIBC World Market first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • CIBC World Market's First Trust Switzerland AlphaDEX Fund position peaked at $718K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2024.

Based on CIBC World Market's 13F filing for Q3 2024, filed 12 Nov 2024.