BFI Infinity’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

BFI Infinity’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 Q3	$259K	Hold	3,300	–	–	0.12%	63
2026 Q2	$270K	Hold	3,300	–	–	0.08%	60
2026 Q1	$262K	Hold	3,300	–	–	0.14%	57
2025 Q4	$266K	Hold	3,300	–	–	0.08%	43
2025 Q3	$253K	Hold	3,300	–	–	0.11%	48
2025 Q2	$252K	Buy	+3,300	New	+$239K	0.13%	49
2025 Q1	–	Sell	-3,300	Closed	-$208K	–	54
2024 Q4	$208K	Buy	+3,300	New	+$219K	0.23%	43

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return

MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BFI Infinity's FSZ Position: Q3 2026 in Review

BFI Infinity held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q3 2026 at 3,300 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #63.

BFI Infinity first reported a position in FSZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q2 2026. 8 funds tracked by Wall St. Rank hold FSZ as of Q3 2026.

BFI Infinity held 3,300 shares of First Trust Switzerland AlphaDEX Fund worth $259K as of Q3 2026.
BFI Infinity left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Switzerland AlphaDEX Fund made up 0.12% of BFI Infinity's portfolio in Q3 2026, its #63 holding.
BFI Infinity first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
BFI Infinity's First Trust Switzerland AlphaDEX Fund position peaked at $270K in Q2 2026.
8 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2026.

Based on BFI Infinity's 13F filing for Q3 2026, filed 16 Oct 2026.