First Trust Switzerland AlphaDEX Fund (FSZ)

• Market cap: $61.4M
• 1 day: -0.18%
• 5 days: 1.59%
• 1 month: -2.52%
• 3 months: 6.46%
• 6 months: -1.04%
• Year to date: 8.48%
• 1 year: 12.40%
• 5 years: 53.01%
• 10 years: 63.34%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

30% more funds holding

Funds holding: 20 [Q3] → 26 (+6) [Q4]

3.53% more ownership

Funds ownership: 80.26% [Q3] → 83.79% (+3.53%) [Q4]

11% less capital invested

Capital invested by funds: $70.7M [Q3] → $63.1M (-$7.61M) [Q4]