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

IFP 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
2018 Q3	–	Sell	-1,281	Closed	-$64K	–	3893
2018 Q2	$64K	Buy	1,281 +508	+66%	+$26.5K	﹤0.01%	1762
2018 Q1	$41K	Hold	773	–	–	﹤0.01%	1934
2017 Q4	$41K	Hold	773	–	–	﹤0.01%	1954
2017 Q3	$40K	Hold	773	–	–	﹤0.01%	2128
2017 Q2	$38K	Buy	773 +383	+98%	+$18.4K	﹤0.01%	2150
2017 Q1	$17K	Buy	390 +383	+5,471%	+$16.5K	﹤0.01%	2602
2016 Q4	$0	Hold	7	–	–	﹤0.01%	4033
2016 Q3	$0	Hold	7	–	–	﹤0.01%	3944
2016 Q2	$0	Buy	+7	New	+$281	﹤0.01%	3901
2016 Q1	–	Sell	-7	Closed	–	–	2741
2015 Q4	$0	Buy	+7	New	+$276	﹤0.01%	3749

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

IFP Advisors's FSZ Position: Q3 2018 in Review

IFP Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2018, closing a stake of 1,281 shares — an estimated $64K sold.

IFP Advisors first reported a position in FSZ in Q4 2015 and held it in 10 quarters. The position peaked at $64K in Q2 2018. 32 funds tracked by Wall St. Rank hold FSZ as of Q3 2018.

IFP Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 1,281 First Trust Switzerland AlphaDEX Fund shares in Q3 2018, an estimated $64K.
IFP Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2015 and held it in 10 quarters.
IFP Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $64K in Q2 2018.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.