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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
AssetMark Inc
26
AssetMark Inc
California
$6.35K +$5.6K +68 +567%
TFA
27
Transamerica Financial Advisors
Florida
$3.11K -$1.73K -21 -35%
KAS
28
Kestra Advisory Services
Texas
-$161K -2,015 Closed
US Bancorp
29
US Bancorp
Minnesota
-$10.7K -134 Closed

FSZ Hedge Fund Activity: Q1 2026 in Review

27 of the 8,127 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.