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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
First Trust Advisors
1
First Trust Advisors
Illinois
$26.5M +$2.52M +34,796 +11%
Vontobel Holding
2
Vontobel Holding
Switzerland
$8.51M -$7.32K -101 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$6.48M -$292K -4,027 -5%
SSA
4
SSA Swiss Advisors
$2.13M -$695K -9,585 -27%
CCA
5
Cottonwood Capital Advisors
Utah
$1.61M -$13.6K -188 -0.9%
OMC
6
Old Mission Capital
Illinois
$1.44M -$67.7K -934 -5%
Jane Street
7
Jane Street
New York
$1.4M -$4.22M -58,254 -76%
FTUS
8
Flow Traders U.S.
New York
$1.19M -$395K -5,444 -26%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$770K -$1.3M -17,890 -64%
PCH
10
PGIM Custom Harvest
New Jersey
$723K +$2.76K +38 +0.4%
SC
11
Syon Capital
California
$708K -$556K -7,661 -45%
CC
12
Climber Capital
Switzerland
$619K
Stifel Financial
13
Stifel Financial
Missouri
$501K
Osaic Holdings
14
Osaic Holdings
Arizona
$466K
UWS
15
Unique Wealth Strategies
Illinois
$443K +$420K +5,797 New
Raymond James Financial
16
Raymond James Financial
Florida
$408K +$4.42K +61 +1%
LPL Financial
17
LPL Financial
California
$388K +$20.6K +284 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$266K -$106K -1,467 -30%
BI
19
BFI Infinity
Switzerland
$252K +$239K +3,300 New
TFA
20
Transamerica Financial Advisors
Florida
$236K -$35.2K -485 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$231K -$310K -4,276 -59%
QCM
22
Quantinno Capital Management
New York
$228K -$81.4K -1,123 -27%
SG
23
StoneX Group
New York
$223K +$211K +2,914 New
MIM
24
MTM Investment Management
South Carolina
$143K +$135K +1,866 New
UBS Group
25
UBS Group
Switzerland
$111K -$22.5K -310 -18%

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.