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

Legacy 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 Q4	–	Sell	-9,327	Closed	-$472K	–	216
2018 Q3	$472K	Buy	9,327 +185	+2%	+$9.5K	0.23%	93
2018 Q2	$459K	Hold	9,142	–	–	0.34%	54
2018 Q1	$474K	Buy	+9,142	New	+$492K	0.35%	50

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Advisors's FSZ Position: Q4 2018 in Review

Legacy Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2018, closing a stake of 9,327 shares — an estimated $472K sold.

Legacy Advisors first reported a position in FSZ in Q1 2018 and held it in 3 quarters. The position peaked at $474K in Q1 2018. 31 funds tracked by Wall St. Rank hold FSZ as of Q4 2018.

Legacy Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 9,327 First Trust Switzerland AlphaDEX Fund shares in Q4 2018, an estimated $472K.
Legacy Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Legacy Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $474K in Q1 2018.
31 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.