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FSZ
Upturn stock rating

First Trust Switzerland AlphaDEX® Fund (FSZ)

Upturn stock rating
$77.4
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
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Time period over
  • ALL
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Upturn Advisory Summary

10/17/2025: FSZ (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 1.77%
Avg. Invested days 57
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/17/2025

Key Highlights

Volume (30-day avg) -
Beta 1.09
52 Weeks Range 61.24 - 77.09
Updated Date 06/29/2025
52 Weeks Range 61.24 - 77.09
Updated Date 06/29/2025

ai summary icon Upturn AI SWOT

First Trust Switzerland AlphaDEX® Fund

stock logo

ETF Overview

overview logo Overview

The First Trust Switzerland AlphaDEXu00ae Fund (FSZ) is an exchange-traded fund that seeks investment results that correspond to the performance of the NASDAQ AlphaDEXu00ae Switzerland Index. It employs the AlphaDEXu00ae methodology to select and weight stocks from Switzerland based on growth and value factors.

reliability logo Reputation and Reliability

First Trust is a well-established ETF provider with a solid reputation for innovation and offering a diverse range of investment strategies.

reliability logo Management Expertise

First Trust's management team has extensive experience in investment management and ETF operations.

Investment Objective

overview logo Goal

The fund seeks investment results that correspond to the price and yield, before fees and expenses, of an equity index called the NASDAQ AlphaDEXu00ae Switzerland Index.

Investment Approach and Strategy

Strategy: The fund uses a rules-based methodology (AlphaDEXu00ae) to select and weight Swiss stocks based on growth and value factors.

Composition The ETF primarily holds stocks of Swiss companies selected based on fundamental growth and value characteristics.

Market Position

Market Share: Market share data is unavailable without specific real-time data access.

Total Net Assets (AUM): 66500000

Competitors

overview logo Key Competitors

  • EWL
  • CHIQ
  • FGM

Competitive Landscape

The Swiss equity ETF market is dominated by broader market ETFs like EWL. FSZ differentiates itself with its AlphaDEXu00ae selection methodology, targeting companies with specific growth and value characteristics. However, it faces competition from other factor-based and market-cap-weighted ETFs. FSZ may have higher potential for outperformance but also involves higher tracking error compared to broad market ETFs. Its AUM is small compared to EWL.

Financial Performance

Historical Performance: Historical performance data is best sourced from financial data providers, presented as time-series data for various periods.

Benchmark Comparison: Benchmark comparison requires direct comparison to the NASDAQ AlphaDEXu00ae Switzerland Index, using historical data.

Expense Ratio: 0.008

Liquidity

Average Trading Volume

The average daily trading volume provides an indication of liquidity, with higher volume generally indicating greater liquidity.

Bid-Ask Spread

The bid-ask spread measures the difference between the highest price a buyer is willing to pay (bid) and the lowest price a seller is willing to accept (ask).

Market Dynamics

Market Environment Factors

Economic conditions in Switzerland, global market sentiment, and sector-specific trends within the Swiss economy influence the fund's performance.

Growth Trajectory

Growth depends on the performance of the underlying Swiss companies selected by the AlphaDEXu00ae methodology and overall market conditions.

Moat and Competitive Advantages

Competitive Edge

FSZ's competitive advantage lies in its proprietary AlphaDEXu00ae methodology, which aims to identify and overweight companies with superior growth and value characteristics. This approach provides a differentiated exposure compared to traditional market-cap-weighted ETFs. The methodology is rules-based, providing transparency and consistency. However, this active selection strategy can also lead to higher volatility and tracking error. This creates potentially a niche market offering in the passive management space.

Risk Analysis

Volatility

Volatility can be assessed by calculating standard deviation of returns over various periods, data from financial sources.

Market Risk

The ETF is subject to market risk, including fluctuations in the Swiss stock market and currency risk (CHF/USD exchange rate).

Investor Profile

Ideal Investor Profile

Investors seeking exposure to Swiss equities with a focus on companies exhibiting both growth and value characteristics may find this ETF appealing.

Market Risk

Suitable for investors with a moderate to high risk tolerance seeking long-term capital appreciation, but with an understanding of factor-based investing.

Summary

The First Trust Switzerland AlphaDEXu00ae Fund (FSZ) offers a unique approach to investing in Swiss equities by utilizing the AlphaDEXu00ae methodology. This rules-based strategy aims to identify companies with strong growth and value characteristics, potentially leading to outperformance compared to traditional market-cap-weighted indexes. However, the fund's performance is subject to market risk and the effectiveness of the AlphaDEXu00ae methodology. With a small AUM and expense ratio of 0.80%, FSZ offers a niche opportunity for investors seeking a specific factor-based exposure to Switzerland. Investors should carefully consider their risk tolerance and investment objectives before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is dependent on data availability.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About First Trust Switzerland AlphaDEX® Fund

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ Switzerland Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.