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Global Retirement Partners’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Global Retirement 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
2021
Q4 		– Sell
-37
Closed -$2K – 795
2021
Q3 		$2K Buy
+37
New +$2.56K ﹤0.01% 1821

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Retirement Partners's FSZ Position: Q4 2021 in Review

Global Retirement Partners sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2021, closing a stake of 37 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in FSZ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 27 funds tracked by Wall St. Rank hold FSZ as of Q4 2021.

  • Global Retirement Partners reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 37 First Trust Switzerland AlphaDEX Fund shares in Q4 2021, an estimated $2K.
  • Global Retirement Partners first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Global Retirement Partners's First Trust Switzerland AlphaDEX Fund position peaked at $2K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.