SG Americas Securities
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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
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.