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 Q1	$445K	Buy	+5,614	New	+$462K	﹤0.01%	1352

Other funds holding FSZ

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Climber Capital Nyon, Switzerland $153M AUM

PCH

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

Beacon Pointe Advisors's FSZ Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2026: 5,614 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings.

27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

Beacon Pointe Advisors held 5,614 shares of First Trust Switzerland AlphaDEX Fund worth $445K as of Q1 2026.
First Trust Switzerland AlphaDEX Fund was a new Beacon Pointe Advisors position in Q1 2026.
First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1352 holding.
27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.