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Who owns FSZ?

Institutional ownership of First Trust Switzerland AlphaDEX Fund from Form 13F, Q2 2026

25 institutional managers reported holding First Trust Switzerland AlphaDEX Fund (FSZ) in Form 13F filings for Q2 2026, with 269,766 shares worth $22.1M. The largest reported holder was Vontobel Holding Ltd. Managers that filed both quarters cut a net 47,242 shares (-16.5%). 1 opened new positions and 4 sold out.

Funds holding
25
Value held
$22.1M
New / sold out
1 / 4
Net shares, same filers
-16.5%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FSZ

FundValueShare of 13F holdingsSharesMove
Vontobel Holding Ltd.$9.1M40.9%110,440Trimmed
Ssa Swiss Advisors AG$2.6M11.6%31,325First report
Cottonwood Capital Advisors, LLC$1.8M8.0%21,607Trimmed
Jane Street Group, LLC$1.6M7.3%19,780Trimmed
Susquehanna International Group, LLP$1.1M4.8%12,947Added
Climber Capital SA$732K3.3%8,945Added
PGIM Custom Harvest LLC$642K2.9%7,826Added
Morgan Stanley$603K2.7%7,353Trimmed
Syon Capital LLC$583K2.6%7,108Trimmed
Genesee Capital Advisors, LLC$555K2.5%6,762Unchanged
Stifel Financial Corp$528K2.4%6,431Trimmed
LPL Financial LLC$507K2.3%6,181Added
Citadel Advisors LLC$396K1.8%4,823Trimmed
Hyposwiss Advisors SA$363K1.6%4,420Added
Raymond James Financial Inc$331K1.5%4,036Trimmed
BFI Infinity Ltd.$270K1.2%3,300Unchanged
MTM Investment Management, LLC$153K0.7%1,866Unchanged
Royal Bank of Canada$102K0.5%1,240Added
UBS Group AG$94K0.4%1,144Added
Osaic Holdings, Inc.$83K0.4%1,012Unchanged
Golden State Wealth Management, LLC$74K0.3%897Unchanged
JPMorgan Chase & Co$10K0.0%115Trimmed
Integrated Wealth Concepts LLC$7K0.0%90New
Assetmark, Inc$7K0.0%80Unchanged
Transamerica Financial Advisors, LLC$3K0.0%38Trimmed

Share of 13F holdings is each fund's shares as a share of the 269,766 FSZ shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Hyposwiss Advisors SA Added+$82K
  2. Climber Capital SA Added+$66K
  3. LPL Financial LLC Added+$33K
  4. Royal Bank of Canada Added+$23K
  5. PGIM Custom Harvest LLC Added+$22K
  6. Susquehanna International Group, LLP Added+$15K
  7. UBS Group AG Added+$10K
  8. Integrated Wealth Concepts LLC New+$7K

Biggest sellers in Q2 2026

  1. Citadel Advisors LLC Trimmed-$1.9M
  2. Flow Traders U.s. LLC Sold out-$717K
  3. Jane Street Group, LLC Trimmed-$466K
  4. Beacon Pointe Advisors, LLC Sold out-$445K
  5. Morgan Stanley Trimmed-$405K
  6. Ashton Thomas Private Wealth, LLC Sold out-$69K
  7. Vontobel Holding Ltd. Trimmed-$29K
  8. JPMorgan Chase & Co Trimmed-$17K
  9. Syon Capital LLC Trimmed-$9K
  10. Cottonwood Capital Advisors, LLC Trimmed-$9K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $259K and sold $4.1M; 7 added and 10 trimmed.

Questions about FSZ ownership

Who owns FSZ stock?
25 institutional investment managers reported FSZ positions in their Form 13F filings for Q2 2026, holding 269,766 shares worth $22.1M in total. Vontobel Holding Ltd. reported the largest position.
Are funds buying or selling FSZ?
In Q2 2026, 1 managers opened new FSZ positions, 7 added, 10 trimmed and 4 sold out. Managers that filed in both quarters sold a net 47,242 shares.
How current is this FSZ institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FSZ by CUSIP. Options are left out. FSZ news and filings · FSZ insider trades · Top funds