PGIM Custom Harvest’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

PGIM Custom Harvest’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	$600K	Buy	7,563 +435	+6%	+$35.8K	0.01%	159
2025 Q4	$571K	Buy	7,128 +36	+0.5%	+$2.79K	0.01%	158
2025 Q3	$545K	Sell	7,092 -2,360	-25%	-$185K	0.01%	154
2025 Q2	$723K	Buy	9,452 +38	+0.4%	+$2.76K	0.01%	128
2025 Q1	$637K	Sell	9,414 -871	-8%	-$58.3K	0.02%	135
2024 Q4	$645K	Buy	10,285 +576	+6%	+$38.3K	0.01%	146
2024 Q3	$684K	Sell	9,709 -1,761	-15%	-$118K	0.01%	140
2024 Q2	$740K	Sell	11,470 -98	-0.8%	-$6.24K	0.02%	128
2024 Q1	$737K	Buy	11,568 +2,061	+22%	+$130K	0.02%	117
2023 Q4	$618K	Buy	+9,507	New	+$563K	0.02%	116
2021 Q3	$431K	Buy	+6,616	New	+$458K	0.07%	134

Other funds holding FSZ

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Climber Capital Nyon, Switzerland $153M AUM

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

PGIM Custom Harvest's FSZ Position: Q1 2026 in Review

PGIM Custom Harvest increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 6.1% in Q1 2026, buying an estimated $35.8K and bringing the position to 7,563 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #159.

PGIM Custom Harvest first reported a position in FSZ in Q3 2021 and has held it in 11 quarters since. The position peaked at $740K in Q2 2024. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

PGIM Custom Harvest held 7,563 shares of First Trust Switzerland AlphaDEX Fund worth $600K as of Q1 2026.
PGIM Custom Harvest bought 435 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $35.8K.
First Trust Switzerland AlphaDEX Fund made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #159 holding.
PGIM Custom Harvest first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2021 and has held it in 11 quarters since.
PGIM Custom Harvest's First Trust Switzerland AlphaDEX Fund position peaked at $740K in Q2 2024.
27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.