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First Trust Switzerland AlphaDEX Fund

27 hedge funds and large institutions have $65.4M invested in First Trust Switzerland AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $56.1M → $65.4M (+$9.27M)

0.27% less ownership

Funds ownership: 81.32%81.05% (-0.27%)

10% less funds holding

Funds holding: 3027 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$5.68K
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$117 +$78 +1 New
HighTower Advisors
28
HighTower Advisors
Illinois
-$266K -3,476 Closed
Citadel Advisors
29
Citadel Advisors
Florida
-$231K -3,024 Closed
QCM
30
Quantinno Capital Management
New York
-$228K -2,979 Closed
Wells Fargo
31
Wells Fargo
California
-$6.73K -88 Closed

FSZ Hedge Fund Activity: Q3 2025 in Review

27 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q3 2025, worth a combined $65.4M — up 17% from $56.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FSZ and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was First Trust Advisors, adding an estimated $6.48M. The largest seller was HighTower Advisors, exiting entirely with an estimated $266K sold.

  • 27 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q3 2025, down from 30 in Q2 2025.
  • Funds reported $65.4M of First Trust Switzerland AlphaDEX Fund stock for Q3 2025, up 17% quarter-over-quarter.
  • 2 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q3 2025 and 4 closed out, a net change of -2 holders.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q3 2025 was First Trust Advisors, an estimated $6.48M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q3 2025 was HighTower Advisors, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2025.