Raymond James Financial’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Raymond James Financial’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 Q3	$316K	Hold	4,036	–	–	﹤0.01%	4832
2026 Q2	$331K	Sell	4,036 -99	-2%	-$8.07K	﹤0.01%	4767
2026 Q1	$328K	Buy	+4,135	New	+$340K	﹤0.01%	4611
2025 Q4	–	Sell	-6,666	Closed	-$512K	–	5224
2025 Q3	$512K	Buy	6,666 +1,330	+25%	+$104K	﹤0.01%	4106
2025 Q2	$408K	Buy	5,336 +61	+1%	+$4.42K	﹤0.01%	4125
2025 Q1	$357K	Buy	5,275 +47	+0.9%	+$3.15K	﹤0.01%	4115
2024 Q4	$328K	Buy	+5,228	New	+$347K	﹤0.01%	4139

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SSA

SSA Swiss Advisors Zurich $154M AUM 16.46% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Raymond James Financial's FSZ Position: Q3 2026 in Review

Raymond James Financial held its First Trust Switzerland AlphaDEX Fund (FSZ) position steady in Q3 2026 at 4,036 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #4832.

Raymond James Financial first reported a position in FSZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q3 2025. 18 funds tracked by Wall St. Rank hold FSZ as of Q3 2026.

Raymond James Financial held 4,036 shares of First Trust Switzerland AlphaDEX Fund worth $316K as of Q3 2026.
Raymond James Financial left its First Trust Switzerland AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4832 holding.
Raymond James Financial first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's First Trust Switzerland AlphaDEX Fund position peaked at $512K in Q3 2025.
18 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.