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

Syon Capital’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	$583K	Sell	7,108 -111	-2%	-$9.04K	0.03%	568
2026 Q1	$573K	Sell	7,219 -204	-3%	-$16.8K	0.03%	501
2025 Q4	$595K	Sell	7,423 -133	-2%	-$10.3K	0.03%	495
2025 Q3	$580K	Sell	7,556 -1,705	-18%	-$133K	0.03%	440
2025 Q2	$708K	Sell	9,261 -7,661	-45%	-$556K	0.05%	292
2025 Q1	$1.14M	Sell	16,922 -11,745	-41%	-$786K	0.09%	162
2024 Q4	$1.8M	Sell	28,667 -2,153	-7%	-$143K	0.16%	93
2024 Q3	$2.17M	Sell	30,820 -42	-0.1%	-$2.82K	0.19%	83
2024 Q2	$1.99M	Buy	30,862 +473	+2%	+$30.1K	0.18%	87
2024 Q1	$1.94M	Hold	30,389	–	–	0.18%	90
2023 Q4	$1.98M	Buy	+30,389	New	+$1.8M	0.2%	80

Other funds holding FSZ

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 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

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

Syon Capital's FSZ Position: Q2 2026 in Review

Syon Capital reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 1.5% in Q2 2026, selling an estimated $9.04K and leaving 7,108 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #568.

Syon Capital first reported a position in FSZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q3 2024. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.

Syon Capital held 7,108 shares of First Trust Switzerland AlphaDEX Fund worth $583K as of Q2 2026.
Syon Capital sold 111 First Trust Switzerland AlphaDEX Fund shares in Q2 2026, an estimated $9.04K.
First Trust Switzerland AlphaDEX Fund made up 0.03% of Syon Capital's portfolio in Q2 2026, its #568 holding.
Syon Capital first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
Syon Capital's First Trust Switzerland AlphaDEX Fund position peaked at $2.17M in Q3 2024.
25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.