Horizon Investments’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Horizon Investments’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 Q2	–	Sell	-4,020	Closed	-$249K	–	468
2021 Q1	$249K	Buy	+4,020	New	+$249K	0.01%	397
2020 Q1	–	Sell	-5,389	Closed	-$291K	–	368
2019 Q4	$291K	Buy	+5,389	New	+$275K	0.01%	416
2019 Q3	–	Sell	-7,509	Closed	-$385K	–	466
2019 Q2	$385K	Sell	7,509 -147	-2%	-$7.3K	0.01%	313
2019 Q1	$368K	Buy	+7,656	New	+$359K	0.01%	231
2018 Q2	–	Sell	-6,701	Closed	-$351K	–	252
2018 Q1	$351K	Sell	6,701 -65	-1%	-$3.5K	0.02%	162
2017 Q4	$328K	Sell	6,766 -400	-6%	-$20.6K	0.02%	159
2017 Q3	$347K	Sell	7,166 -164	-2%	-$8.23K	0.02%	141
2017 Q2	$355K	Sell	7,330 -668	-8%	-$32.1K	0.02%	146
2017 Q1	$359K	Buy	+7,998	New	+$345K	0.02%	136

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

RJA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Horizon Investments's FSZ Position: Q2 2021 in Review

Horizon Investments sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2021, closing a stake of 4,020 shares — an estimated $249K sold.

Horizon Investments first reported a position in FSZ in Q1 2017 and held it in 9 quarters. The position peaked at $385K in Q2 2019. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2021.

Horizon Investments reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Horizon Investments sold 4,020 First Trust Switzerland AlphaDEX Fund shares in Q2 2021, an estimated $249K.
Horizon Investments first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2017 and held it in 9 quarters.
Horizon Investments's First Trust Switzerland AlphaDEX Fund position peaked at $385K in Q2 2019.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2021.

Based on Horizon Investments's 13F filing for Q2 2021, filed 13 Aug 2021.