WFG Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

WFG Advisors’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
2017 Q2	$73K	Buy	1,504 +1,248	+488%	+$60K	0.02%	609
2017 Q1	$11K	Hold	256	–	–	﹤0.01%	1038
2016 Q4	$10K	Hold	256	–	–	﹤0.01%	1101
2016 Q3	$11K	Hold	256	–	–	﹤0.01%	1094
2016 Q2	$10K	Buy	256 +5	+2%	+$201	﹤0.01%	1090
2016 Q1	$10K	Hold	251	–	–	﹤0.01%	1047
2015 Q4	$10K	Buy	251 +1	+0.4%	+$39	﹤0.01%	1073
2015 Q3	$9K	Hold	250	–	–	﹤0.01%	1121
2015 Q2	$10K	Buy	250 +2	+0.8%	+$84	﹤0.01%	1185
2015 Q1	$10K	Buy	+248	New	+$9.73K	﹤0.01%	1200

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WFG Advisors's FSZ Position: Q2 2017 in Review

WFG Advisors increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 488% in Q2 2017, buying an estimated $60K and bringing the position to 1,504 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #609.

WFG Advisors first reported a position in FSZ in Q1 2015 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold FSZ as of Q2 2017.

WFG Advisors held 1,504 shares of First Trust Switzerland AlphaDEX Fund worth $73K as of Q2 2017.
WFG Advisors bought 1,248 First Trust Switzerland AlphaDEX Fund shares in Q2 2017, an estimated $60K.
First Trust Switzerland AlphaDEX Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #609 holding.
WFG Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2015 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.