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International Assets Investment Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-504
Closed -$32.5K – 2029
2024
Q2 		$32.5K Buy
+504
New +$32.1K ﹤0.01% 1328

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

International Assets Investment Management's FSZ Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2024, closing a stake of 504 shares — an estimated $32.5K sold.

International Assets Investment Management first reported a position in FSZ in Q2 2024 and held it in 1 quarter. The position peaked at $32.5K in Q2 2024. 21 funds tracked by Wall St. Rank hold FSZ as of Q3 2024.

  • International Assets Investment Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 504 First Trust Switzerland AlphaDEX Fund shares in Q3 2024, an estimated $32.5K.
  • International Assets Investment Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's First Trust Switzerland AlphaDEX Fund position peaked at $32.5K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.