SG Americas Securities’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

SG Americas Securities’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
2017 Q3	–	Sell	-14,832	Closed	-$723K	–	3564
2017 Q2	$723K	Buy	+14,832	New	+$713K	0.01%	1623
2016 Q3	–	Sell	-4,599	Closed	-$177K	–	3385
2016 Q2	$177K	Hold	4,599	–	–	﹤0.01%	2168
2016 Q1	$184K	Sell	4,599 -72,012	-94%	-$2.71M	﹤0.01%	2247
2015 Q4	$3.07M	Buy	+76,611	New	+$3.02M	0.02%	529

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SG Americas Securities's FSZ Position: Q3 2017 in Review

SG Americas Securities sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2017, closing a stake of 14,832 shares — an estimated $723K sold.

SG Americas Securities first reported a position in FSZ in Q4 2015 and held it in 4 quarters. The position peaked at $3.07M in Q4 2015. 27 funds tracked by Wall St. Rank hold FSZ as of Q3 2017.

SG Americas Securities reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
SG Americas Securities sold 14,832 First Trust Switzerland AlphaDEX Fund shares in Q3 2017, an estimated $723K.
SG Americas Securities first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2015 and held it in 4 quarters.
SG Americas Securities's First Trust Switzerland AlphaDEX Fund position peaked at $3.07M in Q4 2015.
27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2017.

Based on SG Americas Securities's 13F filing for Q3 2017, filed 7 Nov 2017.