MSI Financial Services’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

MSI Financial Services’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
2016 Q4	$52K	Buy	1,276 +60	+5%	+$2.4K	﹤0.01%	1841
2016 Q3	$50K	Buy	1,216 +268	+28%	+$10.7K	﹤0.01%	1827
2016 Q2	$37K	Buy	948 +70	+8%	+$2.81K	﹤0.01%	1973
2016 Q1	$35K	Buy	878 +204	+30%	+$7.69K	﹤0.01%	1969
2015 Q4	$27K	Buy	674 +259	+62%	+$10.2K	﹤0.01%	2126
2015 Q3	$15K	Hold	415	–	–	﹤0.01%	1859
2015 Q2	$17K	Sell	415 -212	-34%	-$8.89K	﹤0.01%	1858
2015 Q1	$25K	Buy	627 +343	+121%	+$13.5K	﹤0.01%	1694
2014 Q4	$11K	Hold	284	–	–	﹤0.01%	1770
2014 Q3	$11K	Buy	+284	New	+$11.8K	﹤0.01%	1772
2014 Q1	–	Sell	-164	Closed	-$7K	–	2549
2013 Q4	$7K	Buy	+164	New	+$6.45K	﹤0.01%	1828

Other funds holding FSZ

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's FSZ Position: Q4 2016 in Review

MSI Financial Services increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 4.9% in Q4 2016, buying an estimated $2.4K and bringing the position to 1,276 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

MSI Financial Services first reported a position in FSZ in Q4 2013 and has held it in 11 quarters since. 28 funds tracked by Wall St. Rank hold FSZ as of Q4 2016.

MSI Financial Services held 1,276 shares of First Trust Switzerland AlphaDEX Fund worth $52K as of Q4 2016.
MSI Financial Services bought 60 First Trust Switzerland AlphaDEX Fund shares in Q4 2016, an estimated $2.4K.
First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1841 holding.
MSI Financial Services first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2013 and has held it in 11 quarters since.
28 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.