FSIM
FSZ icon

F-Squared Investment Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

F-Squared Investment Management’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
2014
Q4 		– Sell
-2,720,129
Closed -$106M – 36
2014
Q3 		$106M Buy
+2,720,129
New +$113M 2.51% 14

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

F-Squared Investment Management's FSZ Position: Q4 2014 in Review

F-Squared Investment Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2014, closing a stake of 2,720,129 shares — an estimated $106M sold.

F-Squared Investment Management first reported a position in FSZ in Q3 2014 and held it in 1 quarter. The position peaked at $106M in Q3 2014. 19 funds tracked by Wall St. Rank hold FSZ as of Q4 2014.

  • F-Squared Investment Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • F-Squared Investment Management sold 2,720,129 First Trust Switzerland AlphaDEX Fund shares in Q4 2014, an estimated $106M.
  • F-Squared Investment Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • F-Squared Investment Management's First Trust Switzerland AlphaDEX Fund position peaked at $106M in Q3 2014.
  • 19 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2014.

Based on F-Squared Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.