Latest Institutional Purchases of First Trust Switzerland Alphad (FSZ)
This list provides information on the latest institutional transactions involving First Trust Switzerland Alphad (FSZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.3KNew |
$2.19M - $2.45M
|
34.3K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.7K+ 18.77% |
$1.32M - $1.48M
|
131K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6K+ 143.56% |
$680K - $759K
|
18.1K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 10.93% |
$129K - $144K
|
20.5K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
794+ 12.65% |
$50.7K - $56.6K
|
7.07K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
755+ 604.0% |
$48.2K - $53.9K
|
880
$56.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169+ 3.29% |
$10.8K - $12.1K
|
5.31K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
94New |
$6K - $6.71K
|
94
$6.06K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$671K - $748K
|
11.1K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625+ 1.82% |
$37.7K - $42K
|
35K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
504New |
$30.4K - $33.8K
|
504
$32.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
500New |
$30.1K - $33.6K
|
500
$32.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139+ 5.09% |
$8.37K - $9.33K
|
2.87K
$185K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.76KNew |
$349K - $374K
|
5.76K
$371K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.07KNew |
$223K - $265K
|
4.07K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
833New |
$45.6K - $54.2K
|
833
$53.7K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.21KNew |
$238K - $267K
|
4.21K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$13.3K - $14.9K
|
235
$15.2K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.4KNew |
$672K - $730K
|
11.4K
$734K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$663K - $720K
|
11.2K
$724K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8KNew |
$473K - $513K
|
8K
$516K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.08KNew |
$300K - $326K
|
5.08K
$327K
|
|
| 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
$650K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
192New |
$8.74K - $10.6K
|
192
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60New |
$2.73K - $3.32K
|
60
$3.87K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.2K+ 65.86% |
$607K - $748K
|
33.3K
$2.15M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.26K+ 194.49% |
$433K - $538K
|
12.5K
$807K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
4.96KNew |
$260K - $323K
|
4.96K
$320K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
11+ 2.49% |
$577 - $716
|
453
$29.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
20.8KNew |
$1.03M - $1.1M
|
20.8K
$1.34M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.3 - $51.4
|
1
$64.5
|
|