First Allied Advisory Services’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,429	Closed	-$70K	–	1332
2019 Q3	$70K	Buy	+1,429	New	+$69.7K	﹤0.01%	1296
2018 Q1	–	Sell	-1,429	Closed	-$75K	–	1259
2017 Q4	$75K	Buy	+1,429	New	+$73.7K	﹤0.01%	1239

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Allied Advisory Services's FSZ Position: Q4 2019 in Review

First Allied Advisory Services sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2019, closing a stake of 1,429 shares — an estimated $70K sold.

First Allied Advisory Services first reported a position in FSZ in Q4 2017 and held it in 2 quarters. The position peaked at $75K in Q4 2017. 32 funds tracked by Wall St. Rank hold FSZ as of Q4 2019.

First Allied Advisory Services reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,429 First Trust Switzerland AlphaDEX Fund shares in Q4 2019, an estimated $70K.
First Allied Advisory Services first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's First Trust Switzerland AlphaDEX Fund position peaked at $75K in Q4 2017.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.