We are live on ! Find out more
FSZ icon

First Trust Switzerland AlphaDEX Fund

30 hedge funds and large institutions have $56.1M invested in First Trust Switzerland AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding

Funds holding: 2530 (+5)

4% more capital invested

Capital invested by funds: $53.7M → $56.1M (+$2.4M)

2.32% less ownership

Funds ownership: 83.64%81.32% (-2.3%)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Golden State Wealth Management
California
$88.2K -$38.1K -525 -31%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$54K +$27.8K +384 +118%
JP Morgan Chase
28
JP Morgan Chase
New York
$8.87K
Wells Fargo
29
Wells Fargo
California
$6.73K +$6.38K +88 New
Comerica Bank
30
Comerica Bank
Texas
$5.66K

FSZ Hedge Fund Activity: Q2 2025 in Review

30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2025, worth a combined $56.1M — up 4.5% from $53.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSZ positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $2.52M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 30 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2025, up from 25 in Q1 2025.
  • Funds reported $56.1M of First Trust Switzerland AlphaDEX Fund stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 5 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2025 and 0 closed out, a net change of +5 holders.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2025 was First Trust Advisors, an estimated $2.52M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2025 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2025.