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 Q3	$70.2K	Hold	897	–	–	0.01%	621
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 $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

LPL Financial San Diego, California $468B AUM 17.69% 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

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 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

Golden State Wealth Management's FSZ Position: Q3 2026 in Review

Golden State Wealth Management held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q3 2026 at 897 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #621.

Golden State Wealth Management first reported a position in FSZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $208K in Q4 2021. 10 funds tracked by Wall St. Rank hold FSZ as of Q3 2026.

Golden State Wealth Management held 897 shares of First Trust Switzerland AlphaDEX Fund worth $70.2K as of Q3 2026.
Golden State Wealth Management left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Switzerland AlphaDEX Fund made up 0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #621 holding.
Golden State Wealth Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2021 and has held it in 9 quarters since.
Golden State Wealth Management's First Trust Switzerland AlphaDEX Fund position peaked at $208K in Q4 2021.
10 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.