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

Wealth Quarterback’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
2020
Q1 		– Sell
-658
Closed -$15 – 1038
2019
Q4 		$15 Buy
+658
New +$33.6K ﹤0.01% 1028

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealth Quarterback's FSZ Position: Q1 2020 in Review

Wealth Quarterback sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2020, closing a stake of 658 shares — an estimated $15 sold.

Wealth Quarterback first reported a position in FSZ in Q4 2019 and held it in 1 quarter. The position peaked at $15 in Q4 2019. 26 funds tracked by Wall St. Rank hold FSZ as of Q1 2020.

  • Wealth Quarterback reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 658 First Trust Switzerland AlphaDEX Fund shares in Q1 2020, an estimated $15.
  • Wealth Quarterback first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's First Trust Switzerland AlphaDEX Fund position peaked at $15 in Q4 2019.
  • 26 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.