Spire Wealth Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Spire Wealth Management’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	-453	Closed	-$24K	–	2327
2022 Q2	$24K	Buy	453 +11	+2%	+$642	﹤0.01%	1586
2022 Q1	$29K	Hold	442	–	–	﹤0.01%	1652
2021 Q4	$32K	Buy	442 +2	+0.5%	+$138	﹤0.01%	1914
2021 Q3	$29K	Buy	440 +2	+0.5%	+$138	﹤0.01%	1700
2021 Q2	$29K	Buy	+438	New	+$29K	﹤0.01%	1717

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

Spire Wealth Management's FSZ Position: Q3 2022 in Review

Spire Wealth Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2022, closing a stake of 453 shares — an estimated $24K sold.

Spire Wealth Management first reported a position in FSZ in Q2 2021 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 18 funds tracked by Wall St. Rank hold FSZ as of Q3 2022.

Spire Wealth Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 453 First Trust Switzerland AlphaDEX Fund shares in Q3 2022, an estimated $24K.
Spire Wealth Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2021 and held it in 5 quarters.
Spire Wealth Management's First Trust Switzerland AlphaDEX Fund position peaked at $32K in Q4 2021.
18 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.