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Kestra Advisory Services’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,015
Closed -$161K – 3584
2025
Q4 		$161K Buy
+2,015
New +$156K ﹤0.01% 3064

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $153M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Kestra Advisory Services's FSZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q1 2026, closing a stake of 2,015 shares — an estimated $161K sold.

Kestra Advisory Services first reported a position in FSZ in Q4 2025 and held it in 1 quarter. The position peaked at $161K in Q4 2025. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

  • Kestra Advisory Services reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,015 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $161K.
  • Kestra Advisory Services first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's First Trust Switzerland AlphaDEX Fund position peaked at $161K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.