SG
FSZ icon

StoneX Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

StoneX Group’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
-2,952
Closed -$227K – 1130
2025
Q3 		$227K Buy
2,952
+38
+1% +$2.97K 0.01% 788
2025
Q2 		$223K Buy
+2,914
New +$211K 0.01% 743
2024
Q4 		– Sell
-3,327
Closed -$235K – 881
2024
Q3 		$235K Buy
3,327
+114
+4% +$7.65K 0.11% 276
2024
Q2 		$208K Hold
3,213
– – 0.1% 296
2024
Q1 		$205K Buy
3,213
+108
+3% +$6.8K 0.11% 283
2023
Q4 		$202K Buy
+3,105
New +$184K 0.11% 283
2022
Q2 		– Sell
-3,695
Closed -$239K – 605
2022
Q1 		$239K Sell
3,695
-676
-15% -$44.3K 0.02% 472
2021
Q4 		$312K Buy
4,371
+7
+0.2% +$484 0.04% 397
2021
Q3 		$284K Buy
4,364
+58
+1% +$4.02K 0.04% 377
2021
Q2 		$286K Sell
4,306
-71
-2% -$4.7K 0.04% 370
2021
Q1 		$271K Buy
4,377
+215
+5% +$13.3K 0.05% 326
2020
Q4 		$251K Sell
4,162
-25
-0.6% -$1.41K 0.06% 303
2020
Q3 		$225K Buy
+4,187
New +$219K 0.07% 281
2020
Q1 		– Sell
-4,379
Closed -$237K – 270
2019
Q4 		$237K Sell
4,379
-28
-0.6% -$1.43K 0.1% 251
2019
Q3 		$214K Sell
4,407
-712
-14% -$34.7K 0.13% 228
2019
Q2 		$263K Sell
5,119
-88
-2% -$4.37K 0.17% 190
2019
Q1 		$251K Buy
5,207
+21
+0.4% +$985 0.19% 188
2018
Q4 		$227K Hold
5,186
– – 0.22% 174
2018
Q3 		$263K Buy
5,186
+98
+2% +$5.03K 0.2% 186
2018
Q2 		$256K Buy
5,088
+611
+14% +$31.8K 0.22% 180
2018
Q1 		$235K Buy
4,477
+272
+6% +$14.7K 0.22% 180
2017
Q4 		$222K Buy
+4,205
New +$217K 0.23% 178

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 $142M AUM 18.94% 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 $153M 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

StoneX Group's FSZ Position: Q4 2025 in Review

StoneX Group sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2025, closing a stake of 2,952 shares — an estimated $227K sold.

StoneX Group first reported a position in FSZ in Q4 2017 and held it in 22 quarters. The position peaked at $312K in Q4 2021. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2025.

  • StoneX Group reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • StoneX Group sold 2,952 First Trust Switzerland AlphaDEX Fund shares in Q4 2025, an estimated $227K.
  • StoneX Group first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 22 quarters.
  • StoneX Group's First Trust Switzerland AlphaDEX Fund position peaked at $312K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2025.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.