Tower Research Capital (TRC)’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Tower Research Capital (TRC)’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
2023 Q4	–	Sell	-235	Closed	-$13.6K	–	6006
2023 Q3	$13.6K	Buy	+235	New	+$14.3K	﹤0.01%	3776
2022 Q4	–	Sell	-190	Closed	-$9K	–	6049
2022 Q3	$9K	Buy	190 +90	+90%	+$4.71K	﹤0.01%	4653
2022 Q2	$5K	Buy	+100	New	+$5.83K	﹤0.01%	5046
2020 Q3	–	Sell	-200	Closed	-$10K	–	4910
2020 Q2	$10K	Buy	+200	New	+$9.17K	﹤0.01%	4006
2019 Q1	–	Sell	-100	Closed	-$4K	–	3946
2018 Q4	$4K	Buy	+100	New	+$4.57K	﹤0.01%	3024
2016 Q4	–	Sell	-500	Closed	-$21K	–	4003
2016 Q3	$21K	Sell	500 -93	-16%	-$3.71K	﹤0.01%	1574
2016 Q2	$23K	Buy	593 +535	+922%	+$21.5K	﹤0.01%	2115
2016 Q1	$2K	Sell	58 -650	-92%	-$24.5K	﹤0.01%	3368
2015 Q4	$28K	Buy	708 +513	+263%	+$20.2K	﹤0.01%	942
2015 Q3	$7K	Buy	+195	New	+$7.74K	﹤0.01%	2552

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

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Tower Research Capital (TRC)'s FSZ Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2023, closing a stake of 235 shares — an estimated $13.6K sold.

Tower Research Capital (TRC) first reported a position in FSZ in Q3 2015 and held it in 10 quarters. The position peaked at $28K in Q4 2015. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2023.

Tower Research Capital (TRC) reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 235 First Trust Switzerland AlphaDEX Fund shares in Q4 2023, an estimated $13.6K.
Tower Research Capital (TRC) first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2015 and held it in 10 quarters.
Tower Research Capital (TRC)'s First Trust Switzerland AlphaDEX Fund position peaked at $28K in Q4 2015.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.