Foundations Investment Advisors, LLC First Trust Switzerland Alphad Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 05, 2023	BUY	$56.67 - $63.45 $238,467 - $266,997	4,208 New	4,208 $242,000

Others Institutions Holding FSZ

# of Institutions

28

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

551K
Shares

$38.1 Million
0.03% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.72 Million
0.03% of portfolio
Morgan Stanley New York, NY

98K
Shares

$6.77 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

45.8K
Shares

$3.16 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.42 Million
0.04% of portfolio

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.