Ae Wealth Management LLC First Trust Switzerland Alphad Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in First Trust Switzerland Alphad stock. As of the latest transaction made, Ae Wealth Management LLC holds 2 shares of FSZ stock, worth $135. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$135

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$62.53 - $70.26 $125 - $140	2 New	2 $0

Others Institutions Holding FSZ

# of Institutions

Shares Held

1.05M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

551K
Shares

$37.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

131K
Shares

$8.91 Million
0.0% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.59 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

45.8K
Shares

$3.11 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.38 Million
0.04% of portfolio

View Full List

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
Sector ETFs
Industry ETFs

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