Fusion Family Wealth’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Fusion Family Wealth’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
2018 Q3	–	Sell	-1,283	Closed	-$64K	–	281
2018 Q2	$64K	Hold	1,283	–	–	0.02%	113
2018 Q1	$67K	Hold	1,283	–	–	0.02%	98
2017 Q4	$68K	Hold	1,283	–	–	0.02%	113
2017 Q3	$66K	Hold	1,283	–	–	0.02%	76
2017 Q2	$63K	Buy	+1,283	New	+$61.7K	0.02%	113

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

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

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BFEC

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

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

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

RJA

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

Fusion Family Wealth's FSZ Position: Q3 2018 in Review

Fusion Family Wealth sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2018, closing a stake of 1,283 shares — an estimated $64K sold.

Fusion Family Wealth first reported a position in FSZ in Q2 2017 and held it in 5 quarters. The position peaked at $68K in Q4 2017. 32 funds tracked by Wall St. Rank hold FSZ as of Q3 2018.

Fusion Family Wealth reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Fusion Family Wealth sold 1,283 First Trust Switzerland AlphaDEX Fund shares in Q3 2018, an estimated $64K.
Fusion Family Wealth first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2017 and held it in 5 quarters.
Fusion Family Wealth's First Trust Switzerland AlphaDEX Fund position peaked at $68K in Q4 2017.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.