A detailed history of Golden State Wealth Management, LLC transactions in First Trust Switzerland Alphad stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,153 shares of FSZ stock, worth $88,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,153
Previous 1,678 31.29%
Holding current value
$88,896
Previous $114 Million 22.3%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$61.24 - $77.09 $32,151 - $40,472
-525 Reduced 31.29%
1,153 $88.2 Million
Q1 2025

Apr 24, 2025

SELL
$62.47 - $70.18 $104,574 - $117,481
-1,674 Reduced 49.94%
1,678 $114 Million
Q1 2025

Apr 23, 2025

BUY
$62.47 - $70.18 $104,574 - $117,481
1,674 Added 99.76%
3,352 $226,000
Q4 2024

Jan 28, 2025

BUY
$62.53 - $70.26 $104,925 - $117,896
1,678 New
1,678 $105 Million
Q1 2022

May 16, 2022

SELL
$57.95 - $71.33 $169,156 - $208,212
-2,919 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$65.63 - $71.57 $191,573 - $208,912
2,919 New
2,919 $208,000

Others Institutions Holding FSZ

About FIRST TRUST SWITZERLAND ALPHAD


  • Ticker FSZ
  • Sector ETFs
  • Industry ETFs
More about FSZ
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