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 32 institutions that hold shares in the stock, with a total of 836,238 shares, which have been reported (via 13F filing form) to have a value of $65.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,457
shares
|
$114,811
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,153
shares
|
$90,856
0.01% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
709
shares
|
$55,869
0.0% of portfolio
|
Q2 2025
Added 118.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
115
shares
|
$9,062
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
88
shares
|
$6,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
74
shares
|
$5,831
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|