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

Genesee Capital 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
Q2 		$555K Hold
6,762
– – 0.17% 97
2026
Q1 		$536K Sell
6,762
-130
-2% -$10.7K 0.22% 79
2025
Q4 		$552K Buy
+6,892
New +$535K 0.22% 77

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $266M AUM 24.57% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Genesee Capital Advisors's FSZ Position: Q2 2026 in Review

Genesee Capital Advisors held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q2 2026 at 6,762 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #97.

Genesee Capital Advisors first reported a position in FSZ in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

  • Genesee Capital Advisors held 6,762 shares of First Trust Switzerland AlphaDEX Fund worth $555K as of Q2 2026.
  • Genesee Capital Advisors left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Switzerland AlphaDEX Fund made up 0.17% of Genesee Capital Advisors's portfolio in Q2 2026, its #97 holding.
  • Genesee Capital Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.