Fusion Family Wealth LLC First Trust Switzerland Alphad Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	$49.68 - $52.79 $63,739 - $67,729	-1,283 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,283	1,283 $63,000

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

$36.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

131K
Shares

$8.44 Million
0.0% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.2 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

43.3K
Shares

$2.79 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.25 Million
0.04% of portfolio

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
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