SSA Swiss Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

SSA Swiss Advisors’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	$2.56M	Buy	32,245 +7,320	+29%	+$602K	1.19%	39
2025 Q4	$2M	Sell	24,925 -200	-0.8%	-$15.5K	0.93%	47
2025 Q3	$1.91M	Sell	25,125 -1,250	-5%	-$97.8K	0.89%	45
2025 Q2	$2.13M	Sell	26,375 -9,585	-27%	-$695K	1.03%	45
2025 Q1	$2.43M	Buy	+35,960	New	+$2.41M	1.25%	39

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

SSA Swiss Advisors's FSZ Position: Q1 2026 in Review

SSA Swiss Advisors increased its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 29% in Q1 2026, buying an estimated $602K and bringing the position to 32,245 shares worth $2.56M. The position accounts for 1.19% of the portfolio, ranked #39.

SSA Swiss Advisors first reported a position in FSZ in Q1 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

SSA Swiss Advisors held 32,245 shares of First Trust Switzerland AlphaDEX Fund worth $2.56M as of Q1 2026.
SSA Swiss Advisors bought 7,320 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $602K.
First Trust Switzerland AlphaDEX Fund made up 1.19% of SSA Swiss Advisors's portfolio in Q1 2026, its #39 holding.
SSA Swiss Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.