Institutional Ownership First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 834,896 shares, which have been reported (via 13F filing form) to have a value of $63.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
311,018
shares
|
$23.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
111,359
shares
|
$8.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
88,683
shares
|
$6.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
76,521
shares
|
$5.79 Million
0.0% of portfolio
|
Q1 2025
Added 216.53%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
35,960
shares
|
$2.72 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,988
shares
|
$2.65 Million
0.04% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
27,960
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
21,239
shares
|
$1.61 Million
1.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,977
shares
|
$1.59 Million
0.06% of portfolio
|
Q1 2025
Added 145.57%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
19,816
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,922
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.97%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
9,414
shares
|
$712,733
0.02% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
8,140
shares
|
$616,279
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,300
shares
|
$552,683
0.0% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,556
shares
|
$496,354
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,092
shares
|
$461,225
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,307
shares
|
$401,792
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,275
shares
|
$399,370
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,943
shares
|
$374,234
0.0% of portfolio
|
Q2 2024
Reduced 15.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,788
shares
|
$362,499
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,102
shares
|
$310,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
3,577
shares
|
$270,814
0.02% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,767
shares
|
$133,779
0.0% of portfolio
|
Q1 2025
Added 46.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,678
shares
|
$127,041
0.02% of portfolio
|
Q1 2025
Reduced 49.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
325
shares
|
$24,605
0.0% of portfolio
|
Q3 2023
Reduced 97.87%
|