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UBS’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

UBS’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
2014
Q3 		$1.38M Buy
35,398
+470
+1% +$19.5K ﹤0.01% 3273
2014
Q2 		$1.5M Buy
34,928
+34,417
+6,735% +$1.5M ﹤0.01% 3168
2014
Q1 		$22K Hold
511
– – ﹤0.01% 7954
2013
Q4 		$21K Sell
511
-963
-65% -$37.9K ﹤0.01% 8086
2013
Q3 		$56K Buy
1,474
+982
+200% +$36K ﹤0.01% 6724
2013
Q2 		$17K Buy
+492
New +$17.3K ﹤0.01% 8070

Other funds holding FSZ

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

UBS's FSZ Position: Q3 2014 in Review

UBS increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 1.3% in Q3 2014, buying an estimated $19.5K and bringing the position to 35,398 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

UBS first reported a position in FSZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.5M in Q2 2014. 25 funds tracked by Wall St. Rank hold FSZ as of Q3 2014.

  • UBS held 35,398 shares of First Trust Switzerland AlphaDEX Fund worth $1.38M as of Q3 2014.
  • UBS bought 470 First Trust Switzerland AlphaDEX Fund shares in Q3 2014, an estimated $19.5K.
  • First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3273 holding.
  • UBS first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's First Trust Switzerland AlphaDEX Fund position peaked at $1.5M in Q2 2014.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.