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

Private Advisory 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
2023 Q3	–	Sell	-5,077	Closed	-$305K	–	202
2023 Q2	$305K	Buy	+5,077	New	+$314K	0.06%	179

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Advisory Group's FSZ Position: Q3 2023 in Review

Private Advisory Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2023, closing a stake of 5,077 shares — an estimated $305K sold.

Private Advisory Group first reported a position in FSZ in Q2 2023 and held it in 1 quarter. The position peaked at $305K in Q2 2023. 23 funds tracked by Wall St. Rank hold FSZ as of Q3 2023.

Private Advisory Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Private Advisory Group sold 5,077 First Trust Switzerland AlphaDEX Fund shares in Q3 2023, an estimated $305K.
Private Advisory Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
Private Advisory Group's First Trust Switzerland AlphaDEX Fund position peaked at $305K in Q2 2023.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.