AssetMark Inc
FSZ icon

AssetMark Inc’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

AssetMark Inc’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
2026
Q1 		$6.35K Buy
80
+68
+567% +$5.6K ﹤0.01% 2478
2025
Q4 		$961 Buy
+12
New +$931 ﹤0.01% 2943

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
CC
Climber Capital Nyon, Switzerland $153M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

AssetMark Inc's FSZ Position: Q1 2026 in Review

AssetMark Inc increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 567% in Q1 2026, buying an estimated $5.6K and bringing the position to 80 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

AssetMark Inc first reported a position in FSZ in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

  • AssetMark Inc held 80 shares of First Trust Switzerland AlphaDEX Fund worth $6.35K as of Q1 2026.
  • AssetMark Inc bought 68 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $5.6K.
  • First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2478 holding.
  • AssetMark Inc first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.