First Trust Switzerland Fund (FSZ)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
FSZ Chart
FSZ: Outperforming EWL, And The Macros Don't Look Too Shabby Either
The First Trust Switzerland AlphaDEX Fund is a lesser-known ETF that focuses on Swiss equities. FSZ pursues a more sophisticated portfolio construction than the popular EWL and this translates to better risk-adjusted returns. However, FSZ does suffer from structural flaws relative to EWL.
First Trust Switzerland Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Thomas Pappas Cottonwood Capital Advisors LLC | 21,607 | $1.52M | $1.75M | $228,272.15 | 15.04% |
 Syon Capital LLC SYON CAPITAL LLC | 7,219 | $469,297.77 | $585,328.79 | $116,031.02 | 24.72% |
| MB Matthieu Balmer Climber Capital SA | 8,945 | $576,070.55 | $733,476.58 | $157,406.03 | 27.32% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 875 | $69,406 | $71,347.5 | $1,941.5 | 2.8% |
 Bernarda Pesantez BFI Infinity Ltd. | 3,300 | $265,742 | $269,544 | $3,802 | 1.43% |
First Trust Switzerland Fund (FSZ) FAQ
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First Trust Switzerland Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund is an investment vehicle that aims to provide its investors with risk-adjusted returns by primarily investing in the stocks that make up its base index, the NASDAQ Switzerland Index. It employs the AlphaDEX® selection methodology to choose stocks that have the potential to outperform the market, making strategic investments to ensure that at least 90% of its net assets, including borrowed funds for investment purposes, are allocated to securities within the index. This focus on alpha generation, or generating returns that exceed those of traditional market indices, positions the fund as an attractive option for investors seeking to capitalize on the Swiss stock market's opportunities while attempting to mitigate risk.
Products and Services
The fund offers investment opportunities focused on the Swiss stock market, utilizing a distinctive selection methodology to aim for superior risk-adjusted returns. Below are the key products and services it provides:
- Investment in NASDAQ Switzerland Index Stocks:
The primary service of the fund involves investing at least 90% of its net assets in the securities that form the NASDAQ Switzerland Index. This strategy is designed to track the performance of the Swiss equity market, allowing investors to gain exposure to its potential for growth and income. - AlphaDEX® Selection Methodology:
The fund employs the AlphaDEX® selection methodology to choose stocks from the base index that have the potential to provide positive alpha, or risk-adjusted returns that outperform traditional indices. This approach combines fundamental analysis with quantitative techniques to identify stocks that may offer the best opportunities for performance relative to their risk profiles.
