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

HighTower 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
2025 Q3	–	Sell	-3,476	Closed	-$266K	–	3916
2025 Q2	$266K	Sell	3,476 -1,467	-30%	-$106K	﹤0.01%	3041
2025 Q1	$334K	Hold	4,943	–	–	﹤0.01%	2774
2024 Q4	$310K	Hold	4,943	–	–	﹤0.01%	2868
2024 Q3	$348K	Hold	4,943	–	–	﹤0.01%	2702
2024 Q2	$321K	Sell	4,943 -877	-15%	-$55.8K	﹤0.01%	2658
2024 Q1	$370K	Hold	5,820	–	–	﹤0.01%	2513
2023 Q4	$380K	Hold	5,820	–	–	﹤0.01%	2528
2023 Q3	$336K	Sell	5,820 -104	-2%	-$6.32K	﹤0.01%	2506
2023 Q2	$356K	Hold	5,924	–	–	﹤0.01%	2436
2023 Q1	$361K	Hold	5,924	–	–	﹤0.01%	2324
2022 Q4	$327K	Buy	+5,924	New	+$303K	﹤0.01%	2409
2022 Q2	–	Sell	-10,170	Closed	-$658K	–	3338
2022 Q1	$658K	Hold	10,170	–	–	﹤0.01%	1997
2021 Q4	$724K	Hold	10,170	–	–	﹤0.01%	1935
2021 Q3	$664K	Buy	10,170 +102	+1%	+$7.06K	﹤0.01%	1889
2021 Q2	$669K	Buy	10,068 +2,334	+30%	+$154K	﹤0.01%	1884
2021 Q1	$479K	Buy	+7,734	New	+$480K	﹤0.01%	1999
2020 Q1	–	Sell	-16,580	Closed	-$896K	–	2322
2019 Q4	$896K	Hold	16,580	–	–	0.01%	1195
2019 Q3	$807K	Hold	16,580	–	–	﹤0.01%	1285
2019 Q2	$850K	Buy	+16,580	New	+$823K	0.01%	1264

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SSA

SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

HighTower Advisors's FSZ Position: Q3 2025 in Review

HighTower Advisors sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2025, closing a stake of 3,476 shares — an estimated $266K sold.

HighTower Advisors first reported a position in FSZ in Q2 2019 and held it in 19 quarters. The position peaked at $896K in Q4 2019. 26 funds tracked by Wall St. Rank hold FSZ as of Q3 2025.

HighTower Advisors reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 3,476 First Trust Switzerland AlphaDEX Fund shares in Q3 2025, an estimated $266K.
HighTower Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2019 and held it in 19 quarters.
HighTower Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $896K in Q4 2019.
26 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.