LPL Financial’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $458K | Buy |
5,773
+166
| +3% | +$13.7K | ﹤0.01% | 4841 |
|
|
2025
Q4 | $449K | Sell |
5,607
-30
| -0.5% | -$2.33K | ﹤0.01% | 4808 |
|
|
2025
Q3 | $433K | Buy |
5,637
+565
| +11% | +$44.2K | ﹤0.01% | 4740 |
|
|
2025
Q2 | $388K | Buy |
5,072
+284
| +6% | +$20.6K | ﹤0.01% | 4583 |
|
|
2025
Q1 | $324K | Sell |
4,788
-175
| -4% | -$11.7K | ﹤0.01% | 4524 |
|
|
2024
Q4 | $311K | Buy |
+4,963
| New | +$330K | ﹤0.01% | 4497 |
|
|
2024
Q3 | – | Sell |
-4,925
| Closed | -$318K | – | 5219 |
|
|
2024
Q2 | $318K | Sell |
4,925
-572
| -10% | -$36.4K | ﹤0.01% | 4222 |
|
|
2024
Q1 | $350K | Sell |
5,497
-448
| -8% | -$28.2K | ﹤0.01% | 4080 |
|
|
2023
Q4 | $387K | Sell |
5,945
-129
| -2% | -$7.64K | ﹤0.01% | 3878 |
|
|
2023
Q3 | $350K | Sell |
6,074
-8,130
| -57% | -$494K | ﹤0.01% | 3777 |
|
|
2023
Q2 | $853K | Buy |
14,204
+8,448
| +147% | +$523K | ﹤0.01% | 2982 |
|
|
2023
Q1 | $351K | Sell |
5,756
-1,549
| -21% | -$91K | ﹤0.01% | 3620 |
|
|
2022
Q4 | $401K | Buy |
7,305
+1,042
| +17% | +$53.3K | ﹤0.01% | 3442 |
|
|
2022
Q3 | $289K | Sell |
6,263
-129
| -2% | -$6.74K | ﹤0.01% | 3625 |
|
|
2022
Q2 | $339K | Sell |
6,392
-115
| -2% | -$6.71K | ﹤0.01% | 3532 |
|
|
2022
Q1 | $421K | Sell |
6,507
-8,198
| -56% | -$537K | ﹤0.01% | 3326 |
|
|
2021
Q4 | $1.05M | Sell |
14,705
-16,457
| -53% | -$1.14M | ﹤0.01% | 2612 |
|
|
2021
Q3 | $2.03M | Buy |
31,162
+9,760
| +46% | +$676K | ﹤0.01% | 2027 |
|
|
2021
Q2 | $1.42M | Buy |
21,402
+11,588
| +118% | +$767K | ﹤0.01% | 2264 |
|
|
2021
Q1 | $609K | Sell |
9,814
-4,096
| -29% | -$254K | ﹤0.01% | 2854 |
|
|
2020
Q4 | $840K | Buy |
13,910
+7,530
| +118% | +$426K | ﹤0.01% | 2325 |
|
|
2020
Q3 | $343K | Sell |
6,380
-1,014
| -14% | -$53K | ﹤0.01% | 2804 |
|
|
2020
Q2 | $361K | Sell |
7,394
-396
| -5% | -$18.2K | ﹤0.01% | 2689 |
|
|
2020
Q1 | $326K | Buy |
7,790
+2,149
| +38% | +$108K | ﹤0.01% | 2433 |
|
|
2019
Q4 | $305K | Buy |
5,641
+266
| +5% | +$13.6K | ﹤0.01% | 2762 |
|
|
2019
Q3 | $261K | Sell |
5,375
-23,121
| -81% | -$1.13M | ﹤0.01% | 2792 |
|
|
2019
Q2 | $1.46M | Sell |
28,496
-2,876
| -9% | -$143K | ﹤0.01% | 1449 |
|
|
2019
Q1 | $1.51M | Buy |
+31,372
| New | +$1.47M | ﹤0.01% | 1360 |
|
|
2018
Q4 | – | Sell |
-4,044
| Closed | -$205K | – | 3142 |
|
|
2018
Q3 | $205K | Sell |
4,044
-156
| -4% | -$8.01K | ﹤0.01% | 2977 |
|
|
2018
Q2 | $211K | Sell |
4,200
-10,681
| -72% | -$556K | ﹤0.01% | 2940 |
|
|
2018
Q1 | $780K | Buy |
14,881
+7,865
| +112% | +$424K | ﹤0.01% | 1796 |
|
|
2017
Q4 | $370K | Buy |
7,016
+383
| +6% | +$19.7K | ﹤0.01% | 2314 |
|
|
2017
Q3 | $341K | Buy |
6,633
+959
| +17% | +$48.1K | ﹤0.01% | 2258 |
|
|
2017
Q2 | $277K | Buy |
5,674
+161
| +3% | +$7.74K | ﹤0.01% | 2357 |
|
|
2017
Q1 | $247K | Sell |
5,513
-270
| -5% | -$11.6K | ﹤0.01% | 2345 |
|
|
2016
Q4 | $236K | Buy |
+5,783
| New | +$232K | ﹤0.01% | 2357 |
|
|
2016
Q3 | – | Sell |
-7,969
| Closed | -$298K | – | 2677 |
|
|
2016
Q2 | $298K | Sell |
7,969
-6,747
| -46% | -$271K | ﹤0.01% | 2084 |
|
|
2016
Q1 | $585K | Sell |
14,716
-1,000
| -6% | -$37.7K | ﹤0.01% | 2052 |
|
|
2015
Q4 | $618K | Buy |
15,716
+7,971
| +103% | +$314K | ﹤0.01% | 2052 |
|
|
2015
Q3 | $297K | Sell |
7,745
-39
| -0.5% | -$1.55K | ﹤0.01% | 2203 |
|
|
2015
Q2 | $310K | Buy |
+7,784
| New | +$327K | ﹤0.01% | 2276 |
|
|
2014
Q4 | – | Sell |
-16,062
| Closed | -$620K | – | 2750 |
|
|
2014
Q3 | $620K | Sell |
16,062
-7,256
| -31% | -$301K | ﹤0.01% | 1622 |
|
|
2014
Q2 | $1M | Buy |
23,318
+8,272
| +55% | +$361K | 0.01% | 1317 |
|
|
2014
Q1 | $652K | Buy |
15,046
+4,606
| +44% | +$193K | ﹤0.01% | 1539 |
|
|
2013
Q4 | $430K | Buy |
10,440
+1,191
| +13% | +$46.8K | ﹤0.01% | 1831 |
|
|
2013
Q3 | $354K | Buy |
9,249
+3,249
| +54% | +$119K | ﹤0.01% | 1892 |
|
|
2013
Q2 | $204K | Buy |
+6,000
| New | +$210K | ﹤0.01% | 2188 |
|
Other funds holding FSZ
SSA
CCA
FTUS
CC
PCH
LPL Financial's FSZ Position: Q1 2026 in Review
LPL Financial increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 3% in Q1 2026, buying an estimated $13.7K and bringing the position to 5,773 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #4841.
LPL Financial first reported a position in FSZ in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.03M in Q3 2021. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.
- LPL Financial held 5,773 shares of First Trust Switzerland AlphaDEX Fund worth $458K as of Q1 2026.
- LPL Financial bought 166 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $13.7K.
- First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4841 holding.
- LPL Financial first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2013 and has held it in 47 quarters since.
- LPL Financial's First Trust Switzerland AlphaDEX Fund position peaked at $2.03M in Q3 2021.
- 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.