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

AE Wealth Management’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
Q1 		– Sell
-2
Closed -$125 – 2201
2024
Q4 		$125 Buy
+2
New +$133 ﹤0.01% 2112

Other funds holding FSZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AE Wealth Management's FSZ Position: Q1 2025 in Review

AE Wealth Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2025, closing a stake of 2 shares — an estimated $125 sold.

AE Wealth Management first reported a position in FSZ in Q4 2024 and held it in 1 quarter. The position peaked at $125 in Q4 2024. 25 funds tracked by Wall St. Rank hold FSZ as of Q1 2025.

  • AE Wealth Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2 First Trust Switzerland AlphaDEX Fund shares in Q1 2025, an estimated $125.
  • AE Wealth Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's First Trust Switzerland AlphaDEX Fund position peaked at $125 in Q4 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.