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First Trust Switzerland AlphaDEX Fund

25 hedge funds and large institutions have $28.7M invested in First Trust Switzerland AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2725 (-2)

15.85% less ownership

Funds ownership: 81.05%65.2% (-16%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

56% less capital invested

Capital invested by funds: $65.4M → $28.7M (-$36.6M)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
-$32.9M -428,728 Closed
OMC
27
Old Mission Capital
Illinois
-$1.45M -18,882 Closed
UWS
28
Unique Wealth Strategies
Illinois
-$530K -6,895 Closed
Raymond James Financial
29
Raymond James Financial
Florida
-$512K -6,666 Closed
SG
30
StoneX Group
New York
-$227K -2,952 Closed
ASN
31
Advisory Services Network
Georgia
-$59.1K -769 Closed
Comerica Bank
32
Comerica Bank
Texas
-$5.68K -74 Closed
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
-$117 -1 Closed

FSZ Hedge Fund Activity: Q4 2025 in Review

25 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2025, worth a combined $28.7M — down 56% from $65.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FSZ and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., adding an estimated $2.03M. The largest seller was First Trust Advisors, exiting entirely with an estimated $32.9M sold.

  • 25 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2025, down from 27 in Q3 2025.
  • Funds reported $28.7M of First Trust Switzerland AlphaDEX Fund stock for Q4 2025, down 56% quarter-over-quarter.
  • 6 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2025 and 8 closed out, a net change of -2 holders.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2025 was Flow Traders U.S., an estimated $2.03M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2025 was First Trust Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2025.