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Retirement Planning Group (Kansas)’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Retirement Planning Group (Kansas)’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
Q3 		– Sell
-4,960
Closed -$263K – 131
2022
Q2 		$263K Buy
+4,960
New +$289K 0.03% 94

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FSZ Position: Q3 2022 in Review

Retirement Planning Group (Kansas) sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2022, closing a stake of 4,960 shares — an estimated $263K sold.

Retirement Planning Group (Kansas) first reported a position in FSZ in Q2 2022 and held it in 1 quarter. The position peaked at $263K in Q2 2022. 18 funds tracked by Wall St. Rank hold FSZ as of Q3 2022.

  • Retirement Planning Group (Kansas) reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 4,960 First Trust Switzerland AlphaDEX Fund shares in Q3 2022, an estimated $263K.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s First Trust Switzerland AlphaDEX Fund position peaked at $263K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2022, filed 14 Oct 2022.