Raymond James Financial
FSZ icon

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
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
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

Raymond James Financial's FSZ Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 2.4% in Q2 2026, selling an estimated $8.07K and leaving 4,036 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #4767.

Raymond James Financial first reported a position in FSZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q3 2025. 24 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

  • Raymond James Financial held 4,036 shares of First Trust Switzerland AlphaDEX Fund worth $331K as of Q2 2026.
  • Raymond James Financial sold 99 First Trust Switzerland AlphaDEX Fund shares in Q2 2026, an estimated $8.07K.
  • First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4767 holding.
  • Raymond James Financial first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's First Trust Switzerland AlphaDEX Fund position peaked at $512K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.