Purchases and Sales Made in Q4 2022 in First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ) during Q4 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST SWITZERLAND ALPHAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.06MNew |
$48.1M - $58.6M
|
1.06M
$68.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.3K+ 511.48% |
$3.7M - $4.5M
|
97.2K
$6.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
44.8KNew |
$2.04M - $2.48M
|
44.8K
$2.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
39.5KNew |
$1.8M - $2.19M
|
39.5K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20K+ 197.7% |
$910K - $1.11M
|
30.1K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.5K+ 184.32% |
$661K - $805K
|
22.4K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.92KNew |
$270K - $328K
|
5.92K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.83K+ 122.59% |
$265K - $323K
|
10.6K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.8K+ 40016.67% |
$219K - $266K
|
4.81K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 990.86% |
$173K - $210K
|
4.18K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.73K+ 3585.53% |
$124K - $151K
|
2.8K
$182K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.18K+ 176.65% |
$53.7K - $65.4K
|
1.85K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06KNew |
$48.1K - $58.6K
|
1.06K
$68.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 16.64% |
$47.4K - $57.7K
|
7.31K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652+ 5.94% |
$29.7K - $36.1K
|
11.6K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
383+ 0.33% |
$17.4K - $21.2K
|
116K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
192New |
$8.74K - $10.6K
|
192
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60New |
$2.73K - $3.32K
|
60
$3.89K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-196- 9.51% |
$8.92K - $10.9K
|
1.87K
$121K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 7.18% |
$72.8K - $88.5K
|
20.7K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.85K- 92.78% |
$175K - $213K
|
300
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.62KClosed |
$301K - $367K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-13.4K- 41.03% |
$609K - $741K
|
19.2K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25K- 76.81% |
$1.14M - $1.38M
|
7.55K
$490K
|