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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
First Trust Advisors
1
First Trust Advisors
Illinois
$21M -$16.1M -239,882 -44%
Vontobel Holding
2
Vontobel Holding
Switzerland
$7.53M -$25.6K -382 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$6M -$624K -9,312 -10%
Jane Street
4
Jane Street
New York
$5.18M +$3.51M +52,346 +217%
SSA
5
SSA Swiss Advisors
$2.43M +$2.41M +35,960 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.89M +$206K +3,070 +12%
CCA
7
Cottonwood Capital Advisors
Utah
$1.44M +$10.8K +161 +0.8%
FTUS
8
Flow Traders U.S.
New York
$1.42M +$833K +12,435 +146%
OMC
9
Old Mission Capital
Illinois
$1.34M +$1.33M +19,816 New
SC
10
Syon Capital
California
$1.14M -$786K -11,745 -41%
PCH
11
PGIM Custom Harvest
New Jersey
$637K -$58.3K -871 -8%
Citadel Advisors
12
Citadel Advisors
Florida
$494K +$72.4K +1,082 +17%
CC
13
Climber Capital
Switzerland
$485K
Stifel Financial
14
Stifel Financial
Missouri
$444K -$22.6K -338 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$412K -$402 -6 -0.1%
Raymond James Financial
16
Raymond James Financial
Florida
$357K +$3.15K +47 +0.9%
HighTower Advisors
17
HighTower Advisors
Illinois
$334K
LPL Financial
18
LPL Financial
California
$324K -$11.7K -175 -4%
QCM
19
Quantinno Capital Management
New York
$278K +$275K +4,102 New
TFA
20
Transamerica Financial Advisors
Florida
$242K -$59.1K -882 -20%
UBS Group
21
UBS Group
Switzerland
$120K +$37.7K +563 +47%
GSWM
22
Golden State Wealth Management
California
$114K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$22K
JP Morgan Chase
24
JP Morgan Chase
New York
$7.85K
Comerica Bank
25
Comerica Bank
Texas
$5.01K -$469 -7 -9%

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.