Integrated Wealth Concepts’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Integrated Wealth Concepts’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	$7.44K	Buy	+90	New	+$7.33K	﹤0.01%	4742

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

Integrated Wealth Concepts's FSZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Switzerland AlphaDEX Fund (FSZ) in Q2 2026: 90 shares worth $7.44K. The stake represents ﹤0.01% of the portfolio and ranks #4742 among its holdings.

25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

Integrated Wealth Concepts held 90 shares of First Trust Switzerland AlphaDEX Fund worth $7.44K as of Q2 2026.
First Trust Switzerland AlphaDEX Fund was a new Integrated Wealth Concepts position in Q2 2026.
First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4742 holding.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.