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First Trust Switzerland AlphaDEX Fund

27 hedge funds and large institutions have $25.2M invested in First Trust Switzerland AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2527 (+2)

1.63% less ownership

Funds ownership: 65.2%63.57% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

12% less capital invested

Capital invested by funds: $28.7M → $25.2M (-$3.51M)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1
Vontobel Holding
Switzerland
$8.79M -$30.3K -368 -0.3%
SSA
2
SSA Swiss Advisors
$2.56M +$602K +7,320 +29%
Citadel Advisors
3
Citadel Advisors
Florida
$2.22M +$2.31M +28,014 New
Jane Street
4
Jane Street
New York
$2.02M -$625K -7,601 -23%
CCA
5
Cottonwood Capital Advisors
Utah
$1.72M -$12.1K -147 -0.7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.01M +$381K +4,627 +57%
Morgan Stanley
7
Morgan Stanley
New York
$975K -$3.96M -48,174 -80%
FTUS
8
Flow Traders U.S.
New York
$717K -$2.78M -33,739 -79%
CC
9
Climber Capital
Switzerland
$645K
PCH
10
PGIM Custom Harvest
New Jersey
$600K +$35.8K +435 +6%
SC
11
Syon Capital
California
$573K -$16.8K -204 -3%
GCA
12
Genesee Capital Advisors
New York
$536K -$10.7K -130 -2%
Stifel Financial
13
Stifel Financial
Missouri
$518K
LPL Financial
14
LPL Financial
California
$458K +$13.7K +166 +3%
BPA
15
Beacon Pointe Advisors
California
$445K +$462K +5,614 New
Raymond James Financial
16
Raymond James Financial
Florida
$328K +$340K +4,135 New
HA
17
Hyposwiss Advisors
$271K +$41.1K +500 +17%
BI
18
BFI Infinity
Switzerland
$262K
MIM
19
MTM Investment Management
South Carolina
$148K
UBS Group
20
UBS Group
Switzerland
$81.1K +$24K +292 +40%
Osaic Holdings
21
Osaic Holdings
Arizona
$80.3K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$76K
GSWM
23
Golden State Wealth Management
California
$71.2K +$82 +1 +0.1%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$69.4K +$72K +875 New
JP Morgan Chase
25
JP Morgan Chase
New York
$25.3K -$22.3K -271 -46%

FSZ Hedge Fund Activity: Q1 2026 in Review

27 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2026, worth a combined $25.2M — down 12% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FSZ positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.31M. The largest seller was Morgan Stanley, cutting an estimated $3.96M.

  • 27 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2026, up from 25 in Q4 2025.
  • Funds reported $25.2M of First Trust Switzerland AlphaDEX Fund stock for Q1 2026, down 12% quarter-over-quarter.
  • 4 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2026 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2026 was Citadel Advisors, an estimated $2.31M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2026.