Cyndeo Wealth Partners’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Cyndeo Wealth Partners’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 Q2	–	Sell	-6,080	Closed	-$387K	–	403
2024 Q1	$387K	Sell	6,080 -2,311	-28%	-$145K	0.03%	292
2023 Q4	$546K	Sell	8,391 -33,785	-80%	-$2M	0.05%	245
2023 Q3	$2.43M	Buy	42,176 +75	+0.2%	+$4.55K	0.25%	106
2023 Q2	$2.53M	Buy	42,101 +1,730	+4%	+$107K	0.26%	106
2023 Q1	$2.46M	Buy	40,371 +909	+2%	+$53.4K	0.27%	110
2022 Q4	$2.17M	Buy	+39,462	New	+$2.02M	0.25%	120

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

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

BFEC

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Cyndeo Wealth Partners's FSZ Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2024, closing a stake of 6,080 shares — an estimated $387K sold.

Cyndeo Wealth Partners first reported a position in FSZ in Q4 2022 and held it in 6 quarters. The position peaked at $2.53M in Q2 2023. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2024.

Cyndeo Wealth Partners reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 6,080 First Trust Switzerland AlphaDEX Fund shares in Q2 2024, an estimated $387K.
Cyndeo Wealth Partners first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2022 and held it in 6 quarters.
Cyndeo Wealth Partners's First Trust Switzerland AlphaDEX Fund position peaked at $2.53M in Q2 2023.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.