IFP Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,281
| Closed | -$64K | – | 3844 |
|
|
2018
Q2 | $64K | Buy |
1,281
+508
| +66% | +$25.4K | ﹤0.01% | 1744 |
|
|
2018
Q1 | $41K | Hold |
773
| – | – | ﹤0.01% | 1934 |
|
|
2017
Q4 | $41K | Hold |
773
| – | – | ﹤0.01% | 1929 |
|
|
2017
Q3 | $40K | Hold |
773
| – | – | ﹤0.01% | 2112 |
|
|
2017
Q2 | $38K | Buy |
773
+383
| +98% | +$18.8K | ﹤0.01% | 2134 |
|
|
2017
Q1 | $17K | Buy |
390
+383
| +5,471% | +$16.7K | ﹤0.01% | 2576 |
|
|
2016
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 4002 |
|
|
2016
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 3927 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3943 |
|
|
2016
Q1 | – | Sell |
-7
| Closed | – | – | 2744 |
|
|
2015
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3735 |
|