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 Q2	$2.57M	Sell	31,325 -920	-3%	-$75K	0.96%	40
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 $31.4B AUM 31.97% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SSA Swiss Advisors's FSZ Position: Q2 2026 in Review

SSA Swiss Advisors reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 2.9% in Q2 2026, selling an estimated $75K and leaving 31,325 shares worth $2.57M. The position accounts for 0.96% of the portfolio, ranked #40.

SSA Swiss Advisors first reported a position in FSZ in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

SSA Swiss Advisors held 31,325 shares of First Trust Switzerland AlphaDEX Fund worth $2.57M as of Q2 2026.
SSA Swiss Advisors sold 920 First Trust Switzerland AlphaDEX Fund shares in Q2 2026, an estimated $75K.
First Trust Switzerland AlphaDEX Fund made up 0.96% of SSA Swiss Advisors's portfolio in Q2 2026, its #40 holding.
SSA Swiss Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.