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First Trust Switzerland AlphaDEX Fund

25 hedge funds and large institutions have $53.7M invested in First Trust Switzerland AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 84.06%83.64% (-0.42%)

4% less funds holding

Funds holding: 2625 (-1)

15% less capital invested

Capital invested by funds: $63.3M → $53.7M (-$9.6M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
-$2.87M -45,763 Closed
BEI
27
Benjamin Edwards Inc
Missouri
-$1.95M -31,008 Closed
BI
28
BFI Infinity
Switzerland
-$208K -3,300 Closed
AWM
29
AE Wealth Management
Kansas
-$125 -2 Closed

FSZ Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2025, worth a combined $53.7M — down 15% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FSZ and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $3.51M. The largest seller was First Trust Advisors, cutting an estimated $16.1M.

  • 25 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $53.7M of First Trust Switzerland AlphaDEX Fund stock for Q1 2025, down 15% quarter-over-quarter.
  • 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2025 was Jane Street, an estimated $3.51M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2025 was First Trust Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2025.