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Raymond James Financial Services Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Raymond James Financial Services Advisors’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
2022
Q1 		– Sell
-3,084
Closed -$220K – 3374
2021
Q4 		$220K Sell
3,084
-10,700
-78% -$740K ﹤0.01% 2911
2021
Q3 		$898K Sell
13,784
-290
-2% -$20.1K ﹤0.01% 2033
2021
Q2 		$935K Buy
14,074
+10,685
+315% +$707K ﹤0.01% 1996
2021
Q1 		$210K Buy
+3,389
New +$210K ﹤0.01% 2875
2020
Q1 		– Sell
-43,191
Closed -$2.33M – 2573
2019
Q4 		$2.33M Sell
43,191
-367
-0.8% -$18.7K 0.01% 1092
2019
Q3 		$2.12M Buy
43,558
+2,935
+7% +$143K 0.01% 1077
2019
Q2 		$2.08M Buy
40,623
+31,131
+328% +$1.55M 0.01% 1088
2019
Q1 		$457K Buy
9,492
+1,011
+12% +$47.4K ﹤0.01% 1952
2018
Q4 		$372K Buy
8,481
+47
+0.6% +$2.15K ﹤0.01% 1856
2018
Q3 		$427K Sell
8,434
-1,632
-16% -$83.8K ﹤0.01% 2032
2018
Q2 		$506K Buy
10,066
+458
+5% +$23.9K ﹤0.01% 1856
2018
Q1 		$504K Buy
9,608
+199
+2% +$10.7K ﹤0.01% 1715
2017
Q4 		$496K Sell
9,409
-7,048
-43% -$363K ﹤0.01% 1703
2017
Q3 		$845K Buy
16,457
+3,080
+23% +$154K 0.01% 1416
2017
Q2 		$652K Buy
13,377
+5,251
+65% +$252K ﹤0.01% 1535
2017
Q1 		$365K Buy
+8,126
New +$350K ﹤0.01% 1769

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors's FSZ Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2022, closing a stake of 3,084 shares — an estimated $220K sold.

Raymond James Financial Services Advisors first reported a position in FSZ in Q1 2017 and held it in 16 quarters. The position peaked at $2.33M in Q4 2019. 26 funds tracked by Wall St. Rank hold FSZ as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,084 First Trust Switzerland AlphaDEX Fund shares in Q1 2022, an estimated $220K.
  • Raymond James Financial Services Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2017 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $2.33M in Q4 2019.
  • 26 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.