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

Benjamin Edwards 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
2025
Q1 		– Sell
-31,008
Closed -$1.95M – 1113
2024
Q4 		$1.95M Sell
31,008
-3,314
-10% -$220K 0.03% 444
2024
Q3 		$2.42M Buy
+34,322
New +$2.3M 0.04% 395

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

Benjamin Edwards Inc's FSZ Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2025, closing a stake of 31,008 shares — an estimated $1.95M sold.

Benjamin Edwards Inc first reported a position in FSZ in Q3 2024 and held it in 2 quarters. The position peaked at $2.42M in Q3 2024. 25 funds tracked by Wall St. Rank hold FSZ as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 31,008 First Trust Switzerland AlphaDEX Fund shares in Q1 2025, an estimated $1.95M.
  • Benjamin Edwards Inc first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's First Trust Switzerland AlphaDEX Fund position peaked at $2.42M in Q3 2024.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.