Golden State Wealth Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Golden State Wealth Management’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	$73.6K	Hold	897	–	–	0.01%	641
2026 Q1	$71.2K	Buy	897 +1	+0.1%	+$82	0.01%	594
2025 Q4	$71.8K	Sell	896 -222	-20%	-$17.2K	0.01%	599
2025 Q3	$86K	Sell	1,118 -35	-3%	-$2.74K	0.01%	546
2025 Q2	$88.2K	Sell	1,153 -525	-31%	-$38.1K	0.01%	515
2025 Q1	$114K	Hold	1,678	–	–	0.02%	417
2024 Q4	$105K	Buy	+1,678	New	+$111K	0.02%	419
2022 Q1	–	Sell	-2,919	Closed	-$208K	–	325
2021 Q4	$208K	Buy	+2,919	New	+$202K	0.04%	350

Other funds holding FSZ

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Golden State Wealth Management's FSZ Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q2 2026 at 897 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #641.

Golden State Wealth Management first reported a position in FSZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $208K in Q4 2021. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

Golden State Wealth Management held 897 shares of First Trust Switzerland AlphaDEX Fund worth $73.6K as of Q2 2026.
Golden State Wealth Management left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Switzerland AlphaDEX Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #641 holding.
Golden State Wealth Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2021 and has held it in 8 quarters since.
Golden State Wealth Management's First Trust Switzerland AlphaDEX Fund position peaked at $208K in Q4 2021.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.