Advisory Services Network’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-769	Closed	-$59.1K	–	2729
2025 Q3	$59.1K	Buy	+769	New	+$60.1K	﹤0.01%	2366
2024 Q1	–	Sell	-833	Closed	-$54.2K	–	2261
2023 Q4	$54.2K	Buy	+833	New	+$49.4K	﹤0.01%	1970
2019 Q4	–	Sell	-22	Closed	-$1K	–	3138
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	2710
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	2708
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	2422
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	2407
2018 Q3	$1K	Sell	22 -7,717	-100%	-$396K	﹤0.01%	2394
2018 Q2	$399K	Sell	7,739 -21,822	-74%	-$1.14M	0.03%	555
2018 Q1	$1.55M	Buy	29,561 +19,596	+197%	+$1.06M	0.12%	219
2017 Q4	$526K	Buy	+9,965	New	+$514K	0.05%	468

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

SSA

SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

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

Climber Capital Nyon, Switzerland $164M AUM

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Advisory Services Network's FSZ Position: Q4 2025 in Review

Advisory Services Network sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2025, closing a stake of 769 shares — an estimated $59.1K sold.

Advisory Services Network first reported a position in FSZ in Q4 2017 and held it in 10 quarters. The position peaked at $1.55M in Q1 2018. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2025.

Advisory Services Network reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 769 First Trust Switzerland AlphaDEX Fund shares in Q4 2025, an estimated $59.1K.
Advisory Services Network first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 10 quarters.
Advisory Services Network's First Trust Switzerland AlphaDEX Fund position peaked at $1.55M in Q1 2018.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.