Wealthcare Advisory Partners’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-11,381	Closed	-$683K	–	715
2023 Q2	$683K	Buy	+11,381	New	+$704K	0.03%	375
2018 Q1	–	Sell	-194	Closed	-$10K	–	1138
2017 Q4	$10K	Buy	+194	New	+$10K	﹤0.01%	671

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

CCA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wealthcare Advisory Partners's FSZ Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2023, closing a stake of 11,381 shares — an estimated $683K sold.

Wealthcare Advisory Partners first reported a position in FSZ in Q4 2017 and held it in 2 quarters. The position peaked at $683K in Q2 2023. 23 funds tracked by Wall St. Rank hold FSZ as of Q3 2023.

Wealthcare Advisory Partners reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,381 First Trust Switzerland AlphaDEX Fund shares in Q3 2023, an estimated $683K.
Wealthcare Advisory Partners first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
Wealthcare Advisory Partners's First Trust Switzerland AlphaDEX Fund position peaked at $683K in Q2 2023.
23 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.