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First Trust Switzerland AlphaDEX Fund (FSZ) Institutional Ownership

$70.28 +0.49 (+0.70%)
Closing price 04/25/2025 03:31 PM Eastern
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As of 04/25/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Switzerland AlphaDEX Fund (NASDAQ:FSZ)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$6.27M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.67M
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FSZ Institutional Buying and Selling by Quarter

First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 Cottonwood Capital Advisors LLC21,239$1.44M1.1%+0.8%2.360%
4/23/2025 Golden State Wealth Management LLC3,352$227K0.0%+99.8%0.372%
2/17/2025Citadel Advisors LLC6,218$390K0.0%N/A0.592%
2/17/2025Benjamin Edwards Inc.31,008$1.95M0.0%-9.7%2.953%
2/14/2025Jane Street Group LLC24,175$1.52M0.0%+62.2%2.302%
2/14/2025Syon Capital LLC28,667$1.80M0.2%-7.0%2.730%
2/14/2025Susquehanna International Group LLP24,890$1.56M0.0%+37.9%2.370%
2/14/2025Stifel Financial Corp6,894$433K0.0%-2.5%0.657%
2/14/2025First Trust Advisors LP550,900$34.56M0.0%-2.1%52.467%
2/13/2025Raymond James Financial Inc.5,228$328K0.0%N/A0.498%
2/13/2025Wells Fargo & Company MN45,763$2.87M0.0%+5.6%4.358%
2/12/2025 Climber Capital SA8,140$510K0.4%N/A0.775%
2/11/2025LPL Financial LLC4,963$311K0.0%N/A0.473%
2/6/2025Raymond James Financial Inc.5,228$328K0.0%N/A0.475%
1/28/2025 Golden State Wealth Management LLC1,678$105K0.0%N/A0.146%
1/21/2025 Cottonwood Capital Advisors LLC21,078$1.32M0.9%+2.7%1.833%
1/15/2025 BFI Infinity Ltd.3,300$208K0.2%N/A0.275%
11/15/2024Jane Street Group LLC14,907$1.05M0.0%-33.7%1.193%
11/15/2024Stifel Financial Corp7,073$499K0.0%+12.6%0.566%
11/15/2024Benjamin Edwards Inc.34,322$2.42M0.0%N/A2.746%
11/13/2024Transamerica Financial Advisors Inc.4,311$304K0.0%-8.1%0.345%
11/4/2024 Cottonwood Capital Advisors LLC20,523$1.45M1.1%+10.9%1.642%
8/13/2024Benjamin F. Edwards & Company Inc.34,988$2.26M0.0%+1.8%2.799%
7/30/2024 International Assets Investment Management LLC504$33K0.0%N/A0.040%
7/9/2024Mather Group LLC.500$32K0.0%N/A0.040%
4/29/2024Benjamin F. Edwards & Company Inc.34,363$2.19M0.0%+2.1%2.545%
4/26/2024 Cottonwood Capital Advisors LLC18,544$1.14M0.9%-1.6%1.374%
2/26/2024Syon Capital LLC30,389$1.98M0.2%N/A2.251%
2/13/2024First Trust Advisors LP623,385$40.55M0.0%-19.2%46.177%
2/6/2024Benjamin F. Edwards & Company Inc.33,644$2.19M0.0%-12.8%2.492%
2/2/2024Syon Capital LLC30,389$1.98M0.1%N/A2.251%
1/25/2024 International Assets Investment Management LLC32,782$2.13M0.0%N/A2.428%
1/24/2024 International Assets Investment Management LLC32,782$2.13M0.0%N/A2.428%
1/12/2024 Cyndeo Wealth Partners LLC8,391$546K0.0%-80.1%0.622%
11/6/2023 Cottonwood Capital Advisors LLC19,705$1.14M1.1%-1.3%1.359%
10/11/2023Vontobel Holding Ltd.111,950$6.46M0.0%-0.6%6.997%
10/5/2023Foundations Investment Advisors LLC4,208$243K0.0%N/A0.200%
8/4/2023 Cottonwood Capital Advisors LLC19,964$1.20M1.1%-2.3%0.951%
7/31/2023LPL Financial LLC14,204$853K0.0%+146.8%0.676%
7/27/2023 Cyndeo Wealth Partners LLC42,101$2.53M0.3%+4.3%2.005%
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7/25/2023Raymond James & Associates5,324$320K0.0%+4.6%0.254%
7/24/2023Vontobel Holding Ltd.112,639$6.76M0.0%-2.8%5.364%
7/17/2023 Wealthcare Advisory Partners LLC11,381$683K0.0%N/A0.542%
(Data available from 1/1/2016 forward)

FSZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSZ shares?

During the previous two years, 23 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($34.56M), Vontobel Holding Ltd. ($6.46M), Wells Fargo & Company MN ($2.87M), Benjamin F. Edwards & Company Inc. ($2.26M), Benjamin Edwards Inc. ($1.95M), Syon Capital LLC ($1.80M), and Susquehanna International Group LLP ($1.56M).Learn more on FSZ's institutional investors.

Which institutional investors have been buying First Trust Switzerland AlphaDEX Fund stock?

Of the 20 institutional investors that purchased First Trust Switzerland AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($66.07K), Syon Capital LLC ($60.78K), Benjamin Edwards Inc. ($34.32K), LPL Financial LLC ($13.41K), Wealthcare Advisory Partners LLC ($11.38K), Raymond James Financial Inc. ($10.46K), and Jane Street Group LLC ($9.27K).

How much institutional buying is happening at First Trust Switzerland AlphaDEX Fund?

Institutional investors have bought a total of 247,506 shares in the last 24 months. This purchase volume represents approximately $16.04M in transactions.

Which First Trust Switzerland AlphaDEX Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold First Trust Switzerland AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($159.71K), Cyndeo Wealth Partners LLC ($33.79K), Jane Street Group LLC ($7.59K), Benjamin F. Edwards & Company Inc. ($4.94K), Vontobel Holding Ltd. ($3.92K), Benjamin Edwards Inc. ($3.31K), and Syon Capital LLC ($2.15K).

How much institutional selling is happening at First Trust Switzerland AlphaDEX Fund?

Institutional investors have sold a total of 216,985 shares in the last 24 months. This volume of shares sold represents approximately $14.09M in transactions.



This page (NASDAQ:FSZ) was last updated on 4/26/2025 by MarketBeat.com Staff
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