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 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
550,900
shares
|
$37.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
131,185
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
111,741
shares
|
$7.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
45,763
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,988
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
31,008
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,820
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
24,890
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 37.86%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,078
shares
|
$1.43 Million
1.02% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,907
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.73%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
10,285
shares
|
$698,248
0.01% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,542
shares
|
$579,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
8,140
shares
|
$552,624
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,894
shares
|
$468,033
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,307
shares
|
$360,292
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,228
shares
|
$354,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,963
shares
|
$336,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,943
shares
|
$335,580
0.0% of portfolio
|
Q2 2024
Reduced 15.07%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
4,459
shares
|
$302,721
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
3,300
shares
|
$224,037
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,870
shares
|
$194,844
0.0% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,678
shares
|
$113,919
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,204
shares
|
$81,739
0.0% of portfolio
|
Q4 2024
Added 36.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
325
shares
|
$22,064
0.0% of portfolio
|
Q3 2023
Reduced 97.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
115
shares
|
$7,807
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|