Security National Trust’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Security National Trust’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 Q2	–	Sell	-1,136	Closed	-$48K	–	436
2020 Q1	$48K	Hold	1,136	–	–	0.02%	248
2019 Q4	$61K	Buy	+1,136	New	+$58K	0.02%	248

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Security National Trust's FSZ Position: Q2 2020 in Review

Security National Trust sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2020, closing a stake of 1,136 shares — an estimated $48K sold.

Security National Trust first reported a position in FSZ in Q4 2019 and held it in 2 quarters. The position peaked at $61K in Q4 2019. 23 funds tracked by Wall St. Rank hold FSZ as of Q2 2020.

Security National Trust reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 1,136 First Trust Switzerland AlphaDEX Fund shares in Q2 2020, an estimated $48K.
Security National Trust first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Security National Trust's First Trust Switzerland AlphaDEX Fund position peaked at $61K in Q4 2019.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.