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Unique Wealth Strategies’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Unique Wealth Strategies’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
-6,895
Closed -$530K – 235
2025
Q3 		$530K Buy
6,895
+1,098
+19% +$85.9K 0.21% 157
2025
Q2 		$443K Buy
+5,797
New +$420K 0.18% 165

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 $166M AUM 29.33% 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 $164M 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

Unique Wealth Strategies's FSZ Position: Q4 2025 in Review

Unique Wealth Strategies sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2025, closing a stake of 6,895 shares — an estimated $530K sold.

Unique Wealth Strategies first reported a position in FSZ in Q2 2025 and held it in 2 quarters. The position peaked at $530K in Q3 2025. 25 funds tracked by Wall St. Rank hold FSZ as of Q4 2025.

  • Unique Wealth Strategies reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,895 First Trust Switzerland AlphaDEX Fund shares in Q4 2025, an estimated $530K.
  • Unique Wealth Strategies first reported a position in First Trust Switzerland AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Unique Wealth Strategies's First Trust Switzerland AlphaDEX Fund position peaked at $530K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.