Quad-Cities Investment Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Quad-Cities Investment 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 Q4	–	Sell	-1,070	Closed	-$51K	–	345
2019 Q3	$51K	Buy	1,070 +70	+7%	+$3.41K	0.04%	325
2019 Q2	$52K	Hold	1,000	–	–	0.05%	330
2019 Q1	$48K	Hold	1,000	–	–	0.04%	341
2018 Q4	$44K	Sell	1,000 -165	-14%	-$7.54K	0.05%	348
2018 Q3	$59K	Hold	1,165	–	–	0.05%	318
2018 Q2	$59K	Buy	+1,165	New	+$60.7K	0.05%	312

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quad-Cities Investment Group's FSZ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2019, closing a stake of 1,070 shares — an estimated $51K sold.

Quad-Cities Investment Group first reported a position in FSZ in Q2 2018 and held it in 6 quarters. The position peaked at $59K in Q3 2018. 32 funds tracked by Wall St. Rank hold FSZ as of Q4 2019.

Quad-Cities Investment Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 1,070 First Trust Switzerland AlphaDEX Fund shares in Q4 2019, an estimated $51K.
Quad-Cities Investment Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's First Trust Switzerland AlphaDEX Fund position peaked at $59K in Q3 2018.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.