Climber Capital
FSZ icon

Climber Capital’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Climber Capital’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 		$2M Buy
26,925
+17,980
+201% +$1.46M 1.22% 27
2026
Q2 		$732K Buy
8,945
+805
+10% +$65.6K 0.45% 40
2026
Q1 		$645K Hold
8,140
– – 0.42% 47
2025
Q4 		$651K Buy
+8,140
New +$632K 0.42% 39
2025
Q2 		$619K Hold
8,140
– – 0.4% 42
2025
Q1 		$485K Hold
8,140
– – 0.38% 41
2024
Q4 		$510K Buy
+8,140
New +$541K 0.42% 36

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Hyposwiss Advisors
Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Climber Capital's FSZ Position: Q3 2026 in Review

Climber Capital increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 201% in Q3 2026, buying an estimated $1.46M and bringing the position to 26,925 shares worth $2M. The position accounts for 1.22% of the portfolio, ranked #27.

Climber Capital first reported a position in FSZ in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold FSZ as of Q3 2026.

  • Climber Capital held 26,925 shares of First Trust Switzerland AlphaDEX Fund worth $2M as of Q3 2026.
  • Climber Capital bought 17,980 First Trust Switzerland AlphaDEX Fund shares in Q3 2026, an estimated $1.46M.
  • First Trust Switzerland AlphaDEX Fund made up 1.22% of Climber Capital's portfolio in Q3 2026, its #27 holding.
  • Climber Capital first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.