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 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

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Hyposwiss Advisors Geneva $106M AUM

BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Climber Capital's FSZ Position: Q2 2026 in Review

Climber Capital increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 9.9% in Q2 2026, buying an estimated $65.6K and bringing the position to 8,945 shares worth $732K. The position accounts for 0.45% of the portfolio, ranked #40.

Climber Capital first reported a position in FSZ in Q4 2024 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

Climber Capital held 8,945 shares of First Trust Switzerland AlphaDEX Fund worth $732K as of Q2 2026.
Climber Capital bought 805 First Trust Switzerland AlphaDEX Fund shares in Q2 2026, an estimated $65.6K.
First Trust Switzerland AlphaDEX Fund made up 0.45% of Climber Capital's portfolio in Q2 2026, its #40 holding.
Climber Capital first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
6 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.