Who Owns First Trust Switzerland AlphaDEX Fund (FSZ)?Hedge Fund & Institutional Holders
Institutional Holders
27
as of Q4 2025
Total Institutional Value
$8.000000175000064e+74T
% of Float Held
—
QoQ Change in Holders
+10 / -7
Price History
FSZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | New Position | +22K | +$1.8B |
| Climber Capital SA | New Position | +8K | +$651.0M |
| Genesee Capital Advisors, LLC | New Position | +7K | +$551.0M |
| BFI Infinity Ltd. | New Position | +3K | +$265.0M |
| MTM Investment Management, LLC | New Position | +2K | +$149.0M |
| Golden State Wealth Management, LLC | New Position | +896 | +$71.0M |
| US BANCORP \DE\ | New Position | +134 | +$10.0M |
| Hyposwiss Advisors SA | New Position | +3K | +$233K |
| PGIM Custom Harvest LLC | Increased | +36 | +$26K |
| ASSETMARK, INC | New Position | +12 | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| FLOW TRADERS U.S. LLC | Increased | +26K | +$-1.3M |
| JPMORGAN CHASE & CO | Increased | +479 | +$-8.0M |
| ROYAL BANK OF CANADA | Increased | +250 | +$-54.0M |
| Vontobel Holding Ltd. | Increased | +85 | +$-532.7M |
FSZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| FIRST TRUST ADVISORS LP | Closed Position | -429K | -$32.9B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -28K | -$2.8B |
| JANE STREET GROUP, LLC | Decreased | -1K | -$2.6B |
| SSA SWISS ADVISORS AG | Closed Position | -25K | -$1.9B |
| OLD MISSION CAPITAL LLC | Closed Position | -19K | -$1.5B |
| SYON CAPITAL LLC | Decreased | -133 | -$580.4M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -7K | -$512.1M |
| LPL Financial LLC | Decreased | -30 | -$433.0M |
| StoneX Group Inc. | Closed Position | -3K | -$226.8M |
| OSAIC HOLDINGS, INC. | Decreased | -2K | -$226.1M |
| Advisory Services Network, LLC | Closed Position | -769 | -$59.1M |
| UBS Group AG | Decreased | -661 | -$49.9M |
| COMERICA BANK | Closed Position | -74 | -$5.7M |
| MORGAN STANLEY | Decreased | -39K | -$3.6M |
| Transamerica Financial Advisors, LLC | Decreased | -3K | -$256K |
Top Institutional Holders(Q4 2025)
FSZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 24 | $11.5B | +2 |
| Q3 2025 | 22 | $53.0B | -2 |
| Q2 2025 | 24 | $20.1B | -1 |
| Q1 2025 | 25 | $51.5B | +0 |
| Q4 2024 | 25 | $54.0B | +6 |
| Q3 2024 | 19 | $4.2T | -4 |
| Q2 2024 | 23 | $2.3T | +2 |
| Q1 2024 | 21 | $350.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 27 institutional investors hold FSZ (First Trust Switzerland AlphaDEX Fund). The largest holder is Vontobel Holding Ltd. with $8.0B in shares. This quarter, 10 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own FSZ?
As of Q4 2025, 27 institutional investors report holding FSZ (First Trust Switzerland AlphaDEX Fund) in their 13F filings.
Who is the largest institutional holder of FSZ?
The largest institutional holder of FSZ is Vontobel Holding Ltd. with $8.0B in shares.
Is institutional ownership of FSZ increasing or decreasing?
This quarter, 10 institutions opened new positions in FSZ and 7 closed their positions.