Transamerica Financial Advisors’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.15K | Sell |
38
-1
| -3% | -$81 | ﹤0.01% | 1219 |
|
|
2026
Q1 | $3.11K | Sell |
39
-21
| -35% | -$1.73K | ﹤0.01% | 1123 |
|
|
2025
Q4 | $4.78K | Sell |
60
-3,327
| -98% | -$258K | ﹤0.01% | 971 |
|
|
2025
Q3 | $260K | Buy |
3,387
+295
| +10% | +$23.1K | 0.02% | 297 |
|
|
2025
Q2 | $236K | Sell |
3,092
-485
| -14% | -$35.2K | 0.02% | 220 |
|
|
2025
Q1 | $242K | Sell |
3,577
-882
| -20% | -$59.1K | 0.02% | 210 |
|
|
2024
Q4 | $280K | Buy |
4,459
+148
| +3% | +$9.83K | 0.03% | 203 |
|
|
2024
Q3 | $304K | Sell |
4,311
-378
| -8% | -$25.4K | 0.03% | 201 |
|
|
2024
Q2 | $303K | Hold |
4,689
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $299K | Sell |
4,689
-10,459
| -69% | -$658K | 0.03% | 200 |
|
|
2023
Q4 | $986K | Buy |
15,148
+9,536
| +170% | +$565K | 0.14% | 107 |
|
|
2023
Q3 | $324K | Sell |
5,612
-10,457
| -65% | -$635K | 0.04% | 193 |
|
|
2023
Q2 | $965K | Sell |
16,069
-1,348
| -8% | -$83.4K | 0.13% | 147 |
|
|
2023
Q1 | $1.06M | Buy |
17,417
+12,603
| +262% | +$740K | 0.14% | 122 |
|
|
2022
Q4 | $265K | Buy |
4,814
+4,802
| +40,017% | +$246K | 0.04% | 208 |
|
|
2022
Q3 | $1K | Sell |
12
-106
| -90% | -$5.54K | ﹤0.01% | 473 |
|
|
2022
Q2 | $7K | Buy |
118
+55
| +87% | +$3.21K | ﹤0.01% | 323 |
|
|
2022
Q1 | $5K | Sell |
63
-9
| -13% | -$590 | 0.18% | 44 |
|
|
2021
Q4 | $6K | Buy |
72
+3
| +4% | +$208 | 0.16% | 49 |
|
|
2021
Q3 | $5K | Sell |
69
-4
| -5% | -$277 | 0.14% | 51 |
|
|
2021
Q2 | $5K | Sell |
73
-16
| -18% | -$1.06K | 0.12% | 53 |
|
|
2021
Q1 | $6K | Sell |
89
-35
| -28% | -$2.17K | 0.15% | 52 |
|
|
2020
Q4 | $8K | Sell |
124
-4
| -3% | -$226 | 0.17% | 48 |
|
|
2020
Q3 | $7K | Sell |
128
-5,924
| -98% | -$309K | 0.13% | 49 |
|
|
2020
Q2 | $296K | Buy |
6,052
+5,857
| +3,004% | +$269K | 0.06% | 124 |
|
|
2020
Q1 | $9K | Sell |
195
-11
| -5% | -$552 | 0.16% | 47 |
|
|
2019
Q4 | $12K | Sell |
206
-21
| -9% | -$1.07K | 0.17% | 48 |
|
|
2019
Q3 | $12K | Sell |
227
-8,214
| -97% | -$401K | 0.15% | 45 |
|
|
2019
Q2 | $433K | Buy |
8,441
+8,197
| +3,359% | +$407K | 0.09% | 125 |
|
|
2019
Q1 | $12K | Sell |
244
-8,505
| -97% | -$399K | 0.07% | 51 |
|
|
2018
Q4 | $384K | Buy |
8,749
+383
| +5% | +$17.5K | 0.1% | 120 |
|
|
2018
Q3 | $424K | Buy |
8,366
+463
| +6% | +$23.8K | 0.09% | 135 |
|
|
2018
Q2 | $398K | Buy |
7,903
+806
| +11% | +$42K | 0.09% | 136 |
|
|
2018
Q1 | $373K | Buy |
+7,097
| New | +$382K | 0.06% | 183 |
|
|
2015
Q3 | – | Sell |
-1,875
| Closed | -$76K | – | 867 |
|
|
2015
Q2 | $76K | Buy |
+1,875
| New | +$78.7K | 0.01% | 409 |
|
Other funds holding FSZ
SSA
CCA
CC
PCH
SC
GCA
Transamerica Financial Advisors's FSZ Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 2.6% in Q2 2026, selling an estimated $81 and leaving 38 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.
Transamerica Financial Advisors first reported a position in FSZ in Q2 2015 and has held it in 35 quarters since. The position peaked at $1.06M in Q1 2023. 25 funds tracked by Wall St. Rank hold FSZ as of Q2 2026.
- Transamerica Financial Advisors held 38 shares of First Trust Switzerland AlphaDEX Fund worth $3.15K as of Q2 2026.
- Transamerica Financial Advisors sold 1 First Trust Switzerland AlphaDEX Fund share in Q2 2026, an estimated $81.
- First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1219 holding.
- Transamerica Financial Advisors first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2015 and has held it in 35 quarters since.
- Transamerica Financial Advisors's First Trust Switzerland AlphaDEX Fund position peaked at $1.06M in Q1 2023.
- 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.