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

Legacy Private Trust’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
2014
Q1 		– Sell
-12,000
Closed -$494K – 213
2013
Q4 		$494K Hold
12,000
– – 0.09% 140
2013
Q3 		$457K Sell
12,000
-12,054
-50% -$442K 0.1% 124
2013
Q2 		$817K Buy
+24,054
New +$844K 0.19% 96

Other funds holding FSZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Legacy Private Trust's FSZ Position: Q1 2014 in Review

Legacy Private Trust sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2014, closing a stake of 12,000 shares — an estimated $494K sold.

Legacy Private Trust first reported a position in FSZ in Q2 2013 and held it in 3 quarters. The position peaked at $817K in Q2 2013. 10 funds tracked by Wall St. Rank hold FSZ as of Q1 2014.

  • Legacy Private Trust reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Legacy Private Trust sold 12,000 First Trust Switzerland AlphaDEX Fund shares in Q1 2014, an estimated $494K.
  • Legacy Private Trust first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2013 and held it in 3 quarters.
  • Legacy Private Trust's First Trust Switzerland AlphaDEX Fund position peaked at $817K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2014.

Based on Legacy Private Trust's 13F filing for Q1 2014, filed 10 Apr 2014.