HL Financial Services’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

HL Financial 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 Q1	$630K	Buy	13,090 +298	+2%	+$14K	0.01%	461
2018 Q4	$561K	Buy	12,792 +107	+0.8%	+$4.89K	0.01%	460
2018 Q3	$643K	Buy	12,685 +834	+7%	+$42.8K	0.01%	475
2018 Q2	$596K	Buy	11,851 +1,354	+13%	+$70.5K	0.01%	472
2018 Q1	$550K	Buy	10,497 +1,212	+13%	+$65.3K	0.01%	484
2017 Q4	$490K	Buy	9,285 +1,741	+23%	+$89.8K	0.01%	426
2017 Q3	$388K	Buy	7,544 +1,420	+23%	+$71.2K	0.01%	531
2017 Q2	$299K	Buy	6,124 +349	+6%	+$16.8K	0.01%	586
2017 Q1	$259K	Buy	+5,775	New	+$249K	0.01%	596

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

HL Financial Services's FSZ Position: Q1 2019 in Review

HL Financial Services increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 2.3% in Q1 2019, buying an estimated $14K and bringing the position to 13,090 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #461.

HL Financial Services first reported a position in FSZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $643K in Q3 2018. 33 funds tracked by Wall St. Rank hold FSZ as of Q1 2019.

HL Financial Services held 13,090 shares of First Trust Switzerland AlphaDEX Fund worth $630K as of Q1 2019.
HL Financial Services bought 298 First Trust Switzerland AlphaDEX Fund shares in Q1 2019, an estimated $14K.
First Trust Switzerland AlphaDEX Fund made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #461 holding.
HL Financial Services first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2017 and has held it in 9 quarters since.
HL Financial Services's First Trust Switzerland AlphaDEX Fund position peaked at $643K in Q3 2018.
33 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.