Institutional Ownership First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 889,227 shares, which have been reported (via 13F filing form) to have a value of $69.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
428,728
shares
|
$33.4 Million
0.03% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
111,073
shares
|
$8.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
99,316
shares
|
$7.73 Million
0.0% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
36,235
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Added 259.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
34,988
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,252
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Added 87.51%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
25,125
shares
|
$1.96 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,786
shares
|
$1.7 Million
1.33% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
18,882
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,664
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
8,140
shares
|
$633,943
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,556
shares
|
$588,461
0.03% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
7,092
shares
|
$552,324
0.01% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,666
shares
|
$519,148
0.0% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,534
shares
|
$508,867
0.0% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,637
shares
|
$439,009
0.0% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,307
shares
|
$413,309
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,387
shares
|
$263,779
0.03% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,952
shares
|
$229,901
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,864
shares
|
$223,048
0.0% of portfolio
|
Q3 2025
Reduced 52.99%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,866
shares
|
$145,324
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,391
shares
|
$108,331
0.0% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,118
shares
|
$87,069
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
769
shares
|
$59,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
709
shares
|
$55,216
0.0% of portfolio
|
Q2 2025
Added 118.15%
|
|