FSZ FIRST TR EXCH TRD ALPHA FD I

Ownership history in Advisory Services Network, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCH TRD ALPHA FD I (FSZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2018 Q1)
Avg. % of fund
0.02%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 769 -64 -7.7% 0.00% $59K $76.54
2023 Q4 ADDED 833 +811 +3686.4% 0.00% $54K $62.72
2019 Q3 UNCHANGED 22 0% 0.00% $1K $42.62
2019 Q2 UNCHANGED 22 0% 0.00% $1K $44.85
2019 Q1 UNCHANGED 22 0% 0.00% $1K $41.27
2018 Q4 UNCHANGED 22 0% 0.00% $1K $37.58
2018 Q3 REDUCED 22 -7,717 -99.7% 0.00% $1K $43.43
2018 Q2 REDUCED 7,739 -21,822 -73.8% 0.03% $399K $43.09
2018 Q1 ADDED 29,561 +19,596 +196.6% 0.12% $1.6M $44.08
2017 Q4 INITIATED 9,965 0.05% $526K
% of Fund (quarterly)    FSZ price (monthly, adj. close)
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