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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
First Trust Advisors
1
First Trust Advisors
Illinois
$32.9M +$6.48M +82,914 +24%
Vontobel Holding
2
Vontobel Holding
Switzerland
$8.53M -$14.5K -185 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$7.63M +$1.15M +14,660 +17%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.78M +$2.05M +26,165 +260%
Jane Street
5
Jane Street
New York
$2.63M +$1.25M +15,985 +88%
SSA
6
SSA Swiss Advisors
$1.91M -$97.8K -1,250 -5%
CCA
7
Cottonwood Capital Advisors
Utah
$1.67M +$57.5K +735 +3%
OMC
8
Old Mission Capital
Illinois
$1.45M
FTUS
9
Flow Traders U.S.
New York
$1.28M +$88.5K +1,131 +7%
SC
10
Syon Capital
California
$580K -$133K -1,705 -18%
PCH
11
PGIM Custom Harvest
New Jersey
$545K -$185K -2,360 -25%
UWS
12
Unique Wealth Strategies
Illinois
$530K +$85.9K +1,098 +19%
Raymond James Financial
13
Raymond James Financial
Florida
$512K +$104K +1,330 +25%
Stifel Financial
14
Stifel Financial
Missouri
$502K -$1.72K -22 -0.3%
LPL Financial
15
LPL Financial
California
$433K +$44.2K +565 +11%
TFA
16
Transamerica Financial Advisors
Florida
$260K +$23.1K +295 +10%
BI
17
BFI Infinity
Switzerland
$253K
SG
18
StoneX Group
New York
$227K +$2.97K +38 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$226K -$252K -3,228 -53%
MIM
20
MTM Investment Management
South Carolina
$143K
UBS Group
21
UBS Group
Switzerland
$107K -$5.16K -66 -5%
GSWM
22
Golden State Wealth Management
California
$86K -$2.74K -35 -3%
ASN
23
Advisory Services Network
Georgia
$59.1K +$60.1K +769 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$54K
JP Morgan Chase
25
JP Morgan Chase
New York
$8.91K

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.