Purchases and Sales Made in Q4 2024 in First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.23KNew |
$327K - $367K
|
5.23K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.3KNew |
$206K - $232K
|
3.3K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.68KNew |
$105K - $118K
|
1.68K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
555+ 2.7% |
$34.7K - $39K
|
21.1K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-111- 0.1% |
$6.94K - $7.8K
|
112K
$7.4M
|