Founders Financial Securities LLC First Trust Switzerland Alphad Transaction History

Founders Financial Securities LLC

$943 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$63.32 - $69.49 $254,546 - $279,349	-4,020 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$59.91 - $63.5 $1,437 - $1,524	-24 Reduced 0.59%	4,020 $249,000
Q4 2020 Feb 09, 2021	BUY	$51.15 - $61.21 $206,850 - $247,533	4,044 New	4,044 $244,000
Q1 2020 May 14, 2020	SELL	$36.6 - $55.43 $197,237 - $298,712	-5,389 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$47.15 - $54.01 $254,091 - $291,059	5,389 New	5,389 $291,000

Q3 2019 Oct 17, 2019	SELL	$46.24 - $51.43 $348,279 - $387,370	-7,532 Closed	0 $0
Q2 2019 Jul 22, 2019	SELL	$48.24 - $51.29 $6,560 - $6,975	-136 Reduced 1.77%	7,532 $386,000
Q1 2019 Apr 25, 2019	BUY	$43.22 - $48.7 $331,410 - $373,431	7,668 New	7,668 $369,000
Q2 2018 Jul 18, 2018	SELL	$49.45 - $53.35 $331,364 - $357,498	-6,701 Closed	0 $0
Q1 2018 Apr 24, 2018	SELL	$51.81 - $56.69 $3,367 - $3,684	-65 Reduced 0.96%	6,701 $351,000
Q4 2017 Jan 25, 2018	SELL	$50.61 - $52.82 $20,244 - $21,128	-400 Reduced 5.58%	6,766 $357,000
Q3 2017 Nov 09, 2017	BUY	$50.3 - $51.37 $360,449 - $368,117	7,166	7,166 $368,000

Others Institutions Holding FSZ

# of Institutions

24

Shares Held

1.1M

Call Options Held

0

Put Options Held

0

About FIRST TRUST SWITZERLAND ALPHAD

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