MTM Investment Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
+1,866
| New | +$143K | 0.05% | 222 |
|
|
2024
Q1 | – | Sell |
-1,866
| Closed | -$121K | – | 294 |
|
|
2023
Q4 | $121K | Hold |
1,866
| – | – | 0.06% | 194 |
|
|
2023
Q3 | $108K | Hold |
1,866
| – | – | 0.05% | 188 |
|
|
2023
Q2 | $112K | Hold |
1,866
| – | – | 0.05% | 196 |
|
|
2023
Q1 | $114K | Hold |
1,866
| – | – | 0.06% | 195 |
|
|
2022
Q4 | $102K | Sell |
1,866
-196
| -10% | -$10.8K | 0.05% | 198 |
|
|
2022
Q3 | $95K | Sell |
2,062
-200
| -9% | -$9.21K | 0.05% | 191 |
|
|
2022
Q2 | $118K | Hold |
2,262
| – | – | 0.06% | 189 |
|
|
2022
Q1 | $146K | Hold |
2,262
| – | – | 0.07% | 197 |
|
|
2021
Q4 | $161K | Hold |
2,262
| – | – | 0.08% | 196 |
|
|
2021
Q3 | $147K | Hold |
2,262
| – | – | 0.08% | 178 |
|
|
2021
Q2 | $150K | Hold |
2,262
| – | – | 0.08% | 176 |
|
|
2021
Q1 | $140K | Sell |
2,262
-155
| -6% | -$9.59K | 0.08% | 169 |
|
|
2020
Q4 | $146K | Buy |
+2,417
| New | +$146K | 0.09% | 155 |
|