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Private Advisor Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-100
Closed -$5K – 2265
2020
Q2 		$5K Buy
+100
New +$4.58K ﹤0.01% 3231

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Private Advisor Group's FSZ Position: Q3 2020 in Review

Private Advisor Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Private Advisor Group first reported a position in FSZ in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 23 funds tracked by Wall St. Rank hold FSZ as of Q3 2020.

  • Private Advisor Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 100 First Trust Switzerland AlphaDEX Fund shares in Q3 2020, an estimated $5K.
  • Private Advisor Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's First Trust Switzerland AlphaDEX Fund position peaked at $5K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.