Creative Planning’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-60	Closed	-$3.29K	–	2697
2022 Q4	$3.29K	Buy	+60	New	+$3.07K	﹤0.01%	2404
2014 Q3	–	Sell	-726	Closed	-$31K	–	4054
2014 Q2	$31K	Buy	+726	New	+$31.7K	﹤0.01%	2195

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Creative Planning's FSZ Position: Q1 2023 in Review

Creative Planning sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2023, closing a stake of 60 shares — an estimated $3.29K sold.

Creative Planning first reported a position in FSZ in Q2 2014 and held it in 2 quarters. The position peaked at $31K in Q2 2014. 20 funds tracked by Wall St. Rank hold FSZ as of Q1 2023.

Creative Planning reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 60 First Trust Switzerland AlphaDEX Fund shares in Q1 2023, an estimated $3.29K.
Creative Planning first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
Creative Planning's First Trust Switzerland AlphaDEX Fund position peaked at $31K in Q2 2014.
20 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.