Morgan Stanley’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 | $975K | Sell |
12,293
-48,174
| -80% | -$3.96M | ﹤0.01% | 5154 |
|
|
2025
Q4 | $4.84M | Sell |
60,467
-38,849
| -39% | -$3.02M | ﹤0.01% | 4197 |
|
|
2025
Q3 | $7.63M | Buy |
99,316
+14,660
| +17% | +$1.15M | ﹤0.01% | 3795 |
|
|
2025
Q2 | $6.48M | Sell |
84,656
-4,027
| -5% | -$292K | ﹤0.01% | 3835 |
|
|
2025
Q1 | $6M | Sell |
88,683
-9,312
| -10% | -$624K | ﹤0.01% | 3773 |
|
|
2024
Q4 | $6.15M | Sell |
97,995
-33,190
| -25% | -$2.2M | ﹤0.01% | 3829 |
|
|
2024
Q3 | $9.25M | Buy |
131,185
+20,734
| +19% | +$1.39M | ﹤0.01% | 3487 |
|
|
2024
Q2 | $7.12M | Sell |
110,451
-27,015
| -20% | -$1.72M | ﹤0.01% | 3599 |
|
|
2024
Q1 | $8.76M | Sell |
137,466
-92,970
| -40% | -$5.85M | ﹤0.01% | 3454 |
|
|
2023
Q4 | $15M | Buy |
230,436
+43,620
| +23% | +$2.58M | ﹤0.01% | 3596 |
|
|
2023
Q3 | $10.8M | Sell |
186,816
-651
| -0.3% | -$39.5K | ﹤0.01% | 3066 |
|
|
2023
Q2 | $11.3M | Buy |
187,467
+108,479
| +137% | +$6.71M | ﹤0.01% | 3046 |
|
|
2023
Q1 | $4.82M | Sell |
78,988
-18,164
| -19% | -$1.07M | ﹤0.01% | 3818 |
|
|
2022
Q4 | $5.33M | Buy |
97,152
+81,264
| +511% | +$4.16M | ﹤0.01% | 3705 |
|
|
2022
Q3 | $734K | Sell |
15,888
-3,786
| -19% | -$198K | ﹤0.01% | 5065 |
|
|
2022
Q2 | $1.04M | Sell |
19,674
-106,548
| -84% | -$6.21M | ﹤0.01% | 4994 |
|
|
2022
Q1 | $8.16M | Sell |
126,222
-21,098
| -14% | -$1.38M | ﹤0.01% | 3146 |
|
|
2021
Q4 | $10.5M | Buy |
147,320
+9,598
| +7% | +$664K | ﹤0.01% | 2901 |
|
|
2021
Q3 | $8.97M | Buy |
137,722
+4,589
| +3% | +$318K | ﹤0.01% | 3026 |
|
|
2021
Q2 | $8.85M | Sell |
133,133
-82,005
| -38% | -$5.43M | ﹤0.01% | 3122 |
|
|
2021
Q1 | $13.3M | Buy |
215,138
+10,906
| +5% | +$677K | ﹤0.01% | 2352 |
|
|
2020
Q4 | $12.3M | Buy |
204,232
+107,901
| +112% | +$6.1M | ﹤0.01% | 2291 |
|
|
2020
Q3 | $5.18M | Sell |
96,331
-4,167
| -4% | -$218K | ﹤0.01% | 2681 |
|
|
2020
Q2 | $4.91M | Sell |
100,498
-2,780
| -3% | -$127K | ﹤0.01% | 2696 |
|
|
2020
Q1 | $4.33M | Sell |
103,278
-146,753
| -59% | -$7.36M | ﹤0.01% | 2602 |
|
|
2019
Q4 | $13.5M | Buy |
250,031
+90,356
| +57% | +$4.61M | ﹤0.01% | 2072 |
|
|
2019
Q3 | $7.77M | Sell |
159,675
-68,461
| -30% | -$3.34M | ﹤0.01% | 2386 |
|
|
2019
Q2 | $11.7M | Buy |
228,136
+14,501
| +7% | +$720K | ﹤0.01% | 1990 |
|
|
2019
Q1 | $10.3M | Buy |
213,635
+70,422
| +49% | +$3.3M | ﹤0.01% | 2019 |
|
|
2018
Q4 | $6.28M | Sell |
143,213
-86,442
| -38% | -$3.95M | ﹤0.01% | 2618 |
|
|
2018
Q3 | $11.6M | Sell |
229,655
-58,794
| -20% | -$3.02M | ﹤0.01% | 2260 |
|
|
2018
Q2 | $14.5M | Sell |
288,449
-26,371
| -8% | -$1.37M | ﹤0.01% | 1962 |
|
|
2018
Q1 | $16.5M | Buy |
314,820
+16,608
| +6% | +$895K | ﹤0.01% | 1851 |
|
|
2017
Q4 | $15.7M | Buy |
298,212
+32,307
| +12% | +$1.67M | ﹤0.01% | 1928 |
|
|
2017
Q3 | $13.7M | Buy |
265,905
+49,256
| +23% | +$2.47M | ﹤0.01% | 1961 |
|
|
2017
Q2 | $10.6M | Buy |
216,649
+17,801
| +9% | +$856K | ﹤0.01% | 2132 |
|
|
2017
Q1 | $8.92M | Buy |
198,848
+113,732
| +134% | +$4.91M | ﹤0.01% | 2319 |
|
|
2016
Q4 | $3.47M | Sell |
85,116
-2,912
| -3% | -$117K | ﹤0.01% | 3372 |
|
|
2016
Q3 | $3.63M | Sell |
88,028
-4,221
| -5% | -$168K | ﹤0.01% | 2987 |
|
|
2016
Q2 | $3.56M | Sell |
92,249
-72,159
| -44% | -$2.89M | ﹤0.01% | 2919 |
|
|
2016
Q1 | $6.59M | Sell |
164,408
-46,958
| -22% | -$1.77M | ﹤0.01% | 2257 |
|
|
2015
Q4 | $8.48M | Sell |
211,366
-3,767
| -2% | -$149K | ﹤0.01% | 2138 |
|
|
2015
Q3 | $8.02M | Sell |
215,133
-175,797
| -45% | -$6.98M | ﹤0.01% | 2194 |
|
|
2015
Q2 | $15.7M | Buy |
390,930
+211,682
| +118% | +$8.88M | 0.01% | 1701 |
|
|
2015
Q1 | $7.23M | Sell |
179,248
-54,718
| -23% | -$2.15M | ﹤0.01% | 2400 |
|
|
2014
Q4 | $8.9M | Sell |
233,966
-161,372
| -41% | -$6.18M | ﹤0.01% | 2171 |
|
|
2014
Q3 | $15.4M | Sell |
395,338
-68,644
| -15% | -$2.85M | 0.01% | 1645 |
|
|
2014
Q2 | $20M | Buy |
463,982
+91,666
| +25% | +$4M | 0.01% | 1438 |
|
|
2014
Q1 | $16.1M | Buy |
372,316
+89,294
| +32% | +$3.75M | 0.01% | 1555 |
|
|
2013
Q4 | $11.7M | Buy |
283,022
+87,885
| +45% | +$3.46M | 0.01% | 1821 |
|
|
2013
Q3 | $7.43M | Buy |
195,137
+85,802
| +78% | +$3.15M | ﹤0.01% | 2053 |
|
|
2013
Q2 | $3.71M | Buy |
+109,335
| New | +$3.84M | ﹤0.01% | 2599 |
|
Other funds holding FSZ
SSA
CCA
FTUS
CC
PCH
SC
Morgan Stanley's FSZ Position: Q1 2026 in Review
Morgan Stanley reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 80% in Q1 2026, selling an estimated $3.96M and leaving 12,293 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #5154.
Morgan Stanley first reported a position in FSZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q2 2014. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.
- Morgan Stanley held 12,293 shares of First Trust Switzerland AlphaDEX Fund worth $975K as of Q1 2026.
- Morgan Stanley sold 48,174 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $3.96M.
- First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5154 holding.
- Morgan Stanley first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's First Trust Switzerland AlphaDEX Fund position peaked at $20M in Q2 2014.
- 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.