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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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
Cerity Partners
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.