Claraphi Advisory Network’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-902	Closed	-$38K	–	604
2020 Q1	$38K	Buy	+902	New	+$45.3K	0.02%	522
2019 Q4	–	Sell	-2,412	Closed	-$117K	–	265
2019 Q3	$117K	Sell	2,412 -3,196	-57%	-$156K	0.07%	235
2019 Q2	$288K	Buy	5,608 +64	+1%	+$3.18K	0.17%	159
2019 Q1	$267K	Sell	5,544 -1,143	-17%	-$53.6K	0.17%	154
2018 Q4	$293K	Buy	+6,687	New	+$306K	0.22%	122

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

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

OMC

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Claraphi Advisory Network's FSZ Position: Q2 2020 in Review

Claraphi Advisory Network sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2020, closing a stake of 902 shares — an estimated $38K sold.

Claraphi Advisory Network first reported a position in FSZ in Q4 2018 and held it in 5 quarters. The position peaked at $293K in Q4 2018. 23 funds tracked by Wall St. Rank hold FSZ as of Q2 2020.

Claraphi Advisory Network reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 902 First Trust Switzerland AlphaDEX Fund shares in Q2 2020, an estimated $38K.
Claraphi Advisory Network first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Claraphi Advisory Network's First Trust Switzerland AlphaDEX Fund position peaked at $293K in Q4 2018.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.