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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
Vontobel Holding
1
Vontobel Holding
Switzerland
$8.9M +$6.6K +85 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$4.84M -$3.02M -38,849 -39%
FTUS
3
Flow Traders U.S.
New York
$3.43M +$2.03M +26,108 +157%
Jane Street
4
Jane Street
New York
$2.65M -$92.1K -1,187 -3%
SSA
5
SSA Swiss Advisors
$2M -$15.5K -200 -0.8%
CCA
6
Cottonwood Capital Advisors
Utah
$1.75M +$5.82K +75 +0.3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$651K -$2.18M -28,102 -78%
CC
8
Climber Capital
Switzerland
$651K +$632K +8,140 New
SC
9
Syon Capital
California
$595K -$10.3K -133 -2%
PCH
10
PGIM Custom Harvest
New Jersey
$571K +$2.79K +36 +0.5%
GCA
11
Genesee Capital Advisors
New York
$552K +$535K +6,892 New
Stifel Financial
12
Stifel Financial
Missouri
$523K
LPL Financial
13
LPL Financial
California
$449K -$2.33K -30 -0.5%
BI
14
BFI Infinity
Switzerland
$266K
HA
15
Hyposwiss Advisors
$234K +$227K +2,920 New
KAS
16
Kestra Advisory Services
Texas
$161K +$156K +2,015 New
MIM
17
MTM Investment Management
South Carolina
$149K
Osaic Holdings
18
Osaic Holdings
Arizona
$81.1K -$144K -1,852 -65%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$77K +$19.4K +250 +35%
GSWM
20
Golden State Wealth Management
California
$71.8K -$17.2K -222 -20%
UBS Group
21
UBS Group
Switzerland
$58.5K -$51.3K -661 -48%
JP Morgan Chase
22
JP Morgan Chase
New York
$47.7K +$37.2K +479 +417%
US Bancorp
23
US Bancorp
Minnesota
$10.7K +$10.4K +134 New
TFA
24
Transamerica Financial Advisors
Florida
$4.78K -$258K -3,327 -98%
AssetMark Inc
25
AssetMark Inc
California
$961 +$931 +12 New

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.