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 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	Sell	30,389 -30,389	-50%	-$1.91M	0.18%	90
2023 Q4	$3.95M	Buy	+60,778	New	+$3.6M	0.17%	86

Other funds holding FSZ

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

SSA

SSA Swiss Advisors Zurich $216M AUM 17.86% 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's FSZ Position: Q1 2026 in Review

Syon Capital reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 2.7% in Q1 2026, selling an estimated $16.8K and leaving 7,219 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #501.

Syon Capital first reported a position in FSZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.95M in Q4 2023. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

Syon Capital held 7,219 shares of First Trust Switzerland AlphaDEX Fund worth $573K as of Q1 2026.
Syon Capital sold 204 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $16.8K.
First Trust Switzerland AlphaDEX Fund made up 0.03% of Syon Capital's portfolio in Q1 2026, its #501 holding.
Syon Capital first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
Syon Capital's First Trust Switzerland AlphaDEX Fund position peaked at $3.95M in Q4 2023.
27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.