Purchases and Sales Made in Q2 2025 in First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST SWITZERLAND ALPHAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34.8K+ 11.19% |
$2.13M - $2.68M
|
346K
$26.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.3KNew |
$202K - $254K
|
3.3K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.91KNew |
$178K - $225K
|
2.91K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.87KNew |
$114K - $144K
|
1.87K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
384+ 118.15% |
$23.5K - $29.6K
|
709
$54.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284+ 5.93% |
$17.4K - $21.9K
|
5.07K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88New |
$5.39K - $6.78K
|
88
$6.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61+ 1.16% |
$3.74K - $4.7K
|
5.34K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
38+ 0.4% |
$2.33K - $2.93K
|
9.45K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-101- 0.09% |
$6.19K - $7.79K
|
111K
$8.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-188- 0.89% |
$11.5K - $14.5K
|
21.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-310- 17.54% |
$19K - $23.9K
|
1.46K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-485- 13.56% |
$29.7K - $37.4K
|
3.09K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-525- 31.29% |
$32.2K - $40.5K
|
1.15K
$88.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-934- 4.71% |
$57.2K - $72K
|
18.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.12K- 27.38% |
$68.8K - $86.6K
|
2.98K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 29.68% |
$89.8K - $113K
|
3.48K
$268K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.03K- 4.54% |
$247K - $310K
|
84.7K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.28K- 58.58% |
$262K - $330K
|
3.02K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.44K- 25.95% |
$333K - $420K
|
15.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-7.66K- 45.27% |
$469K - $591K
|
9.26K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-9.59K- 26.65% |
$587K - $739K
|
26.4K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 63.98% |
$1.1M - $1.38M
|
10.1K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.3K- 76.13% |
$3.57M - $4.49M
|
18.3K
$1.41M
|