Global Retirement Partners, LLC First Trust Switzerland Alphad Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$65.63 - $71.57 $2,428 - $2,648	-37 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$65.56 - $71.2 $2,425 - $2,634	37 New	37 $2,000

Others Institutions Holding FSZ

# of Institutions

29

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

551K
Shares

$38.6 Million
0.03% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.83 Million
0.03% of portfolio
Morgan Stanley New York, NY

98K
Shares

$6.87 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

45.8K
Shares

$3.21 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.45 Million
0.04% of portfolio

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
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