LifePlan Financial Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

LifePlan Financial Group’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
2020 Q3	–	Sell	-401	Closed	-$20K	–	582
2020 Q2	$20K	Hold	401	–	–	0.01%	337
2020 Q1	$17K	Hold	401	–	–	0.01%	332
2019 Q4	$22K	Sell	401 -233	-37%	-$11.9K	0.01%	336
2019 Q3	$31K	Hold	634	–	–	0.01%	292
2019 Q2	$33K	Hold	634	–	–	0.02%	285
2019 Q1	$31K	Sell	634 -513	-45%	-$24.1K	0.02%	291
2018 Q4	$50K	Sell	1,147 -378	-25%	-$17.3K	0.03%	230
2018 Q3	$77K	Hold	1,525	–	–	0.04%	204
2018 Q2	$77K	Hold	1,525	–	–	0.04%	201
2018 Q1	$80K	Buy	+1,525	New	+$82.1K	0.05%	184
2015 Q3	–	Sell	-46,728	Closed	-$1.88M	–	95
2015 Q2	$1.88M	Buy	+46,728	New	+$1.96M	1.26%	27

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LifePlan Financial Group's FSZ Position: Q3 2020 in Review

LifePlan Financial Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2020, closing a stake of 401 shares — an estimated $20K sold.

LifePlan Financial Group first reported a position in FSZ in Q2 2015 and held it in 11 quarters. The position peaked at $1.88M in Q2 2015. 23 funds tracked by Wall St. Rank hold FSZ as of Q3 2020.

LifePlan Financial Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 401 First Trust Switzerland AlphaDEX Fund shares in Q3 2020, an estimated $20K.
LifePlan Financial Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2015 and held it in 11 quarters.
LifePlan Financial Group's First Trust Switzerland AlphaDEX Fund position peaked at $1.88M in Q2 2015.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.