Latest Institutional Transactions on First Trust Switzerland Alphad (FSZ)
This table provides information on the latest institutional transactions involving First Trust Switzerland Alphad (FSZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.3KNew |
$202K - $254K
|
3.3K
$264K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.08K+ 17.4% |
$67.6K - $75.9K
|
7.3K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.31K- 9.5% |
$582K - $654K
|
88.7K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 40.97% |
$734K - $824K
|
16.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
19.8KNew |
$1.24M - $1.39M
|
19.8K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-871- 8.47% |
$54.4K - $61.1K
|
9.41K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4K+ 145.57% |
$777K - $873K
|
21K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.07K+ 12.33% |
$192K - $215K
|
28K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7- 8.64% |
$437 - $491
|
74
$5.91K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-240K- 43.54% |
$15M - $16.8M
|
311K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-882- 19.78% |
$55.1K - $61.9K
|
3.58K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.3K+ 216.53% |
$3.27M - $3.67M
|
76.5K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47+ 0.9% |
$2.94K - $3.3K
|
5.28K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
563+ 46.76% |
$35.2K - $39.5K
|
1.77K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-338- 4.9% |
$21.1K - $23.7K
|
6.56K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.1KNew |
$256K - $288K
|
4.1K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
36KNew |
$2.25M - $2.52M
|
36K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-175- 3.53% |
$10.9K - $12.3K
|
4.79K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-382- 0.34% |
$23.9K - $26.8K
|
111K
$8.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.67K- 49.94% |
$105K - $117K
|
1.68K
$134K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
161+ 0.76% |
$10.1K - $11.3K
|
21.2K
$1.7M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6+ 0.1% |
$375 - $422
|
6.1K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.31K- 9.66% |
$207K - $233K
|
31K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2New |
$125 - $141
|
2
$160
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
8.14KNew |
$509K - $572K
|
8.14K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.43K+ 5.6% |
$152K - $171K
|
45.8K
$3.66M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.86% |
$63.9 - $71.3
|
115
$9.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
94New |
$6K - $6.71K
|
94
$7.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169+ 3.29% |
$10.8K - $12.1K
|
5.31K
$424K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-877- 15.07% |
$52.8K - $58.9K
|
4.94K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625+ 1.82% |
$37.7K - $42K
|
35K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$671K - $748K
|
11.1K
$890K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
504New |
$30.4K - $33.8K
|
504
$40.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
500New |
$30.1K - $33.6K
|
500
$40K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.76KNew |
$349K - $374K
|
5.76K
$460K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.31K- 27.54% |
$140K - $150K
|
6.08K
$486K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
833New |
$45.6K - $54.2K
|
833
$66.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$13.3K - $14.9K
|
235
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 97.87% |
$846K - $948K
|
325
$26K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.21KNew |
$238K - $267K
|
4.21K
$336K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$663K - $720K
|
11.2K
$897K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.08KNew |
$300K - $326K
|
5.08K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8KNew |
$473K - $513K
|
8K
$639K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.4KNew |
$672K - $730K
|
11.4K
$909K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.53K+ 17.9% |
$84.5K - $93.3K
|
10.1K
$806K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
192New |
$8.74K - $10.6K
|
192
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.85K- 92.78% |
$175K - $213K
|
300
$24K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60New |
$2.73K - $3.32K
|
60
$4.79K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-196- 9.51% |
$8.92K - $10.9K
|
1.87K
$149K
|
|