Rockefeller Capital Management
FSZ icon

Rockefeller Capital Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Rockefeller Capital 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
2025
Q4 		– Sell
-1
Closed -$117 – 4726
2025
Q3 		$117 Buy
+1
New +$78 ﹤0.01% 4370
2022
Q1 		– Sell
-63
Closed -$4K – 3933
2021
Q4 		$4K Buy
+63
New +$4.36K ﹤0.01% 3344

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Rockefeller Capital Management's FSZ Position: Q4 2025 in Review

Rockefeller Capital Management sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2025, closing a stake of 1 share — an estimated $117 sold.

Rockefeller Capital Management first reported a position in FSZ in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2025.

  • Rockefeller Capital Management reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 1 First Trust Switzerland AlphaDEX Fund share in Q4 2025, an estimated $117.
  • Rockefeller Capital Management first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Rockefeller Capital Management's First Trust Switzerland AlphaDEX Fund position peaked at $4K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.