Wells Fargo’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Wells Fargo’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 Q3	–	Sell	-88	Closed	-$6.73K	–	7194
2025 Q2	$6.73K	Buy	+88	New	+$6.38K	﹤0.01%	6031
2025 Q1	–	Sell	-45,763	Closed	-$2.87M	–	7113
2024 Q4	$2.87M	Buy	45,763 +2,428	+6%	+$161K	﹤0.01%	2908
2024 Q3	$3.06M	Sell	43,335 -50	-0.1%	-$3.35K	﹤0.01%	2740
2024 Q2	$2.8M	Sell	43,385 -171	-0.4%	-$10.9K	﹤0.01%	2716
2024 Q1	$2.77M	Buy	43,556 +2,531	+6%	+$159K	﹤0.01%	2719
2023 Q4	$2.67M	Buy	41,025 +2,394	+6%	+$142K	﹤0.01%	2673
2023 Q3	$2.23M	Sell	38,631 -14,599	-27%	-$887K	﹤0.01%	2722
2023 Q2	$3.2M	Buy	53,230 +18,981	+55%	+$1.17M	﹤0.01%	2517
2023 Q1	$2.09M	Buy	34,249 +11,842	+53%	+$696K	﹤0.01%	2824
2022 Q4	$1.23M	Buy	22,407 +14,526	+184%	+$743K	﹤0.01%	3113
2022 Q3	$364K	Sell	7,881 -2,814	-26%	-$147K	﹤0.01%	3888
2022 Q2	$566K	Sell	10,695 -17,229	-62%	-$1M	﹤0.01%	3663
2022 Q1	$1.81M	Sell	27,924 -19,234	-41%	-$1.26M	﹤0.01%	3392
2021 Q4	$3.36M	Buy	47,158 +914	+2%	+$63.2K	﹤0.01%	2975
2021 Q3	$3.03M	Sell	46,244 -2,975	-6%	-$206K	﹤0.01%	3309
2021 Q2	$3.27M	Sell	49,219 -127	-0.3%	-$8.41K	﹤0.01%	3252
2021 Q1	$3.06M	Sell	49,346 -3,585	-7%	-$222K	﹤0.01%	3316
2020 Q4	$3.19M	Buy	52,931 +1,932	+4%	+$109K	﹤0.01%	3133
2020 Q3	$2.74M	Buy	50,999 +4,540	+10%	+$237K	﹤0.01%	3060
2020 Q2	$2.27M	Sell	46,459 -10,525	-18%	-$483K	﹤0.01%	3172
2020 Q1	$2.39M	Sell	56,984 -30,494	-35%	-$1.53M	﹤0.01%	2845
2019 Q4	$4.72M	Buy	87,478 +505	+0.6%	+$25.8K	﹤0.01%	2617
2019 Q3	$4.23M	Sell	86,973 -41,426	-32%	-$2.02M	﹤0.01%	2691
2019 Q2	$6.58M	Sell	128,399 -39,388	-23%	-$1.96M	﹤0.01%	2314
2019 Q1	$8.07M	Buy	167,787 +41,895	+33%	+$1.97M	﹤0.01%	2106
2018 Q4	$5.52M	Sell	125,892 -59,982	-32%	-$2.74M	﹤0.01%	2346
2018 Q3	$9.42M	Buy	185,874 +2,199	+1%	+$113K	﹤0.01%	2123
2018 Q2	$9.23M	Sell	183,675 -29,908	-14%	-$1.56M	﹤0.01%	2139
2018 Q1	$11.2M	Buy	213,583 +14,231	+7%	+$767K	﹤0.01%	1913
2017 Q4	$10.5M	Buy	199,352 +27,802	+16%	+$1.43M	﹤0.01%	1967
2017 Q3	$8.81M	Sell	171,550 -27,517	-14%	-$1.38M	﹤0.01%	2065
2017 Q2	$9.71M	Buy	199,067 +50,855	+34%	+$2.44M	﹤0.01%	1923
2017 Q1	$6.65M	Buy	148,212 +11,474	+8%	+$495K	﹤0.01%	2211
2016 Q4	$5.58M	Buy	136,738 +6,411	+5%	+$257K	﹤0.01%	2310
2016 Q3	$5.37M	Sell	130,327 -7,288	-5%	-$291K	﹤0.01%	2224
2016 Q2	$5.31M	Sell	137,615 -7,344	-5%	-$295K	﹤0.01%	2269
2016 Q1	$5.81M	Sell	144,959 -124,724	-46%	-$4.7M	﹤0.01%	2204
2015 Q4	$10.8M	Sell	269,683 -759	-0.3%	-$29.9K	﹤0.01%	1779
2015 Q3	$10.1M	Buy	270,442 +23,019	+9%	+$914K	﹤0.01%	1794
2015 Q2	$9.93M	Buy	247,423 +123,931	+100%	+$5.2M	﹤0.01%	1925
2015 Q1	$4.98M	Buy	123,492 +70,219	+132%	+$2.75M	﹤0.01%	2376
2014 Q4	$2.03M	Buy	53,273 +52,619	+8,046%	+$2.01M	﹤0.01%	3009
2014 Q3	$26K	Buy	+654	New	+$27.1K	﹤0.01%	5184

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wells Fargo's FSZ Position: Q3 2025 in Review

Wells Fargo sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q3 2025, closing a stake of 88 shares — an estimated $6.73K sold.

Wells Fargo first reported a position in FSZ in Q3 2014 and held it in 43 quarters. The position peaked at $11.2M in Q1 2018. 26 funds tracked by Wall St. Rank hold FSZ as of Q3 2025.

Wells Fargo reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Wells Fargo sold 88 First Trust Switzerland AlphaDEX Fund shares in Q3 2025, an estimated $6.73K.
Wells Fargo first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2014 and held it in 43 quarters.
Wells Fargo's First Trust Switzerland AlphaDEX Fund position peaked at $11.2M in Q1 2018.
26 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.