Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Northwestern Mutual Wealth Management’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
2015
Q4 		– Sell
-41
Closed -$2K – 1687
2015
Q3 		$2K Buy
+41
New +$1.63K ﹤0.01% 1439

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management's FSZ Position: Q4 2015 in Review

Northwestern Mutual Wealth Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2015, closing a stake of 41 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in FSZ in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 31 funds tracked by Wall St. Rank hold FSZ as of Q4 2015.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 41 First Trust Switzerland AlphaDEX Fund shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Switzerland AlphaDEX Fund position peaked at $2K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.