Money Concepts Capital’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-192	Closed	-$10.5K	–	1385
2022 Q4	$10.5K	Buy	+192	New	+$9.82K	﹤0.01%	1984
2022 Q2	–	Sell	-185	Closed	-$12K	–	1872
2022 Q1	$12K	Buy	+185	New	+$12.1K	﹤0.01%	1838

Other funds holding FSZ

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFEC

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Money Concepts Capital's FSZ Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2023, closing a stake of 192 shares — an estimated $10.5K sold.

Money Concepts Capital first reported a position in FSZ in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 20 funds tracked by Wall St. Rank hold FSZ as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 192 First Trust Switzerland AlphaDEX Fund shares in Q1 2023, an estimated $10.5K.
Money Concepts Capital first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's First Trust Switzerland AlphaDEX Fund position peaked at $12K in Q1 2022.
20 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.