Foundations Investment Advisors, LLC First Trust Switzerland Alphad Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 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

22

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

563K
Shares

$36.5 Million
0.04% of portfolio
Morgan Stanley New York, NY

131K
Shares

$8.51 Million
0.0% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.26 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

43.3K
Shares

$2.81 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.27 Million
0.04% of portfolio

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
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