MTM Investment Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

MTM Investment Management’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	$153K	Hold	1,866	–	–	0.04%	238
2026 Q1	$148K	Hold	1,866	–	–	0.05%	230
2025 Q4	$149K	Hold	1,866	–	–	0.05%	223
2025 Q3	$143K	Hold	1,866	–	–	0.05%	230
2025 Q2	$143K	Buy	+1,866	New	+$135K	0.05%	222
2024 Q1	–	Sell	-1,866	Closed	-$121K	–	294
2023 Q4	$121K	Hold	1,866	–	–	0.06%	194
2023 Q3	$108K	Hold	1,866	–	–	0.05%	188
2023 Q2	$112K	Hold	1,866	–	–	0.05%	196
2023 Q1	$114K	Hold	1,866	–	–	0.06%	195
2022 Q4	$102K	Sell	1,866 -196	-10%	-$10K	0.05%	198
2022 Q3	$95K	Sell	2,062 -200	-9%	-$10.5K	0.05%	191
2022 Q2	$118K	Hold	2,262	–	–	0.06%	189
2022 Q1	$146K	Hold	2,262	–	–	0.07%	197
2021 Q4	$161K	Hold	2,262	–	–	0.08%	196
2021 Q3	$147K	Hold	2,262	–	–	0.08%	178
2021 Q2	$150K	Hold	2,262	–	–	0.08%	176
2021 Q1	$140K	Sell	2,262 -155	-6%	-$9.62K	0.08%	169
2020 Q4	$146K	Buy	+2,417	New	+$137K	0.09%	155

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

MTM Investment Management's FSZ Position: Q2 2026 in Review

MTM Investment Management held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q2 2026 at 1,866 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #238.

MTM Investment Management first reported a position in FSZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $161K in Q4 2021. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

MTM Investment Management held 1,866 shares of First Trust Switzerland AlphaDEX Fund worth $153K as of Q2 2026.
MTM Investment Management left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Switzerland AlphaDEX Fund made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #238 holding.
MTM Investment Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2020 and has held it in 18 quarters since.
MTM Investment Management's First Trust Switzerland AlphaDEX Fund position peaked at $161K in Q4 2021.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.