BPA
FSZ icon

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

Beacon Pointe 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
2026
Q2 		– Sell
-5,614
Closed -$445K – 1963
2026
Q1 		$445K Buy
+5,614
New +$462K ﹤0.01% 1352

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $266M AUM 24.57% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Beacon Pointe Advisors's FSZ Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2026, closing a stake of 5,614 shares — an estimated $445K sold.

Beacon Pointe Advisors first reported a position in FSZ in Q1 2026 and held it in 1 quarter. The position peaked at $445K in Q1 2026. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,614 First Trust Switzerland AlphaDEX Fund shares in Q2 2026, an estimated $445K.
  • Beacon Pointe Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $445K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.