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Foundations Investment Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-4,208
Closed -$243K – 690
2023
Q3 		$243K Buy
+4,208
New +$256K 0.01% 559

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wells Fargo
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
Jane Street
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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Foundations Investment Advisors's FSZ Position: Q4 2023 in Review

Foundations Investment Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2023, closing a stake of 4,208 shares — an estimated $243K sold.

Foundations Investment Advisors first reported a position in FSZ in Q3 2023 and held it in 1 quarter. The position peaked at $243K in Q3 2023. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2023.

  • Foundations Investment Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,208 First Trust Switzerland AlphaDEX Fund shares in Q4 2023, an estimated $243K.
  • Foundations Investment Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $243K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.