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

Next 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
2019 Q3	–	Sell	-792	Closed	-$41K	–	2344
2019 Q2	$41K	Buy	+792	New	+$39.3K	﹤0.01%	1226
2014 Q3	–	Sell	-465	Closed	-$19K	–	2524
2014 Q2	$19K	Buy	+465	New	+$20.3K	0.01%	613

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

BFEC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RJA

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

Next Financial Group's FSZ Position: Q3 2019 in Review

Next Financial Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2019, closing a stake of 792 shares — an estimated $41K sold.

Next Financial Group first reported a position in FSZ in Q2 2014 and held it in 2 quarters. The position peaked at $41K in Q2 2019. 29 funds tracked by Wall St. Rank hold FSZ as of Q3 2019.

Next Financial Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 792 First Trust Switzerland AlphaDEX Fund shares in Q3 2019, an estimated $41K.
Next Financial Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
Next Financial Group's First Trust Switzerland AlphaDEX Fund position peaked at $41K in Q2 2019.
29 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.