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First Trust Switzerland AlphaDEX Fund (FSZ) Institutional Ownership

$63.40 +0.15 (+0.24%)
(As of 12/24/2024 01:48 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Switzerland AlphaDEX Fund (NASDAQ:FSZ)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$10.99M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$12.73M
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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
11/15/2024 Jane Street Group LLC14,907$1.05M0.0%-33.7%1.193%
11/15/2024 Stifel Financial Corp7,073$499K0.0%+12.6%0.566%
11/15/2024 Benjamin Edwards Inc.34,322$2.42M0.0%N/A2.746%
11/13/2024 Transamerica 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%
7/9/2024 Mather 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%
2/26/2024 Syon Capital LLC30,389$1.98M0.2%N/A2.251%
2/13/2024 First 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%
2/2/2024 Syon 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%
1/12/2024Cyndeo 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%
10/11/2023 Vontobel Holding Ltd.111,950$6.46M0.0%-0.6%6.997%
10/5/2023 Foundations Investment Advisors LLC4,208$243K0.0%N/A0.200%
8/4/2023 Cottonwood Capital Advisors LLC19,964$1.20M1.1%-2.3%0.951%
7/31/2023 LPL Financial LLC14,204$853K0.0%+146.8%0.676%
7/27/2023Cyndeo Wealth Partners LLC42,101$2.53M0.3%+4.3%2.005%
7/25/2023Raymond James & Associates5,324$320K0.0%+4.6%0.254%
7/24/2023 Vontobel 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, 16 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($40.55M), Vontobel Holding Ltd. ($6.46M), Benjamin Edwards Inc. ($2.42M), Benjamin F. Edwards & Company Inc. ($2.26M), Syon Capital LLC ($1.98M), Cottonwood Capital Advisors LLC ($1.45M), and Jane Street Group LLC ($1.05M).Learn more on FSZ's institutional investors.

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

Of the 12 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), Wealthcare Advisory Partners LLC ($11.38K), LPL Financial LLC ($8.45K), Foundations Investment Advisors LLC ($4.21K), and Cottonwood Capital Advisors LLC ($2.02K).

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

Institutional investors have bought a total of 191,830 shares in the last 24 months. This purchase volume represents approximately $12.54M in transactions.

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

The following institutional investors have sold First Trust Switzerland AlphaDEX Fund stock in the last 24 months: First Trust Advisors LP ($148.02K), Cyndeo Wealth Partners LLC ($33.79K), Jane Street Group LLC ($7.59K), Benjamin F. Edwards & Company Inc. ($4.94K), Vontobel Holding Ltd. ($3.92K), Cottonwood Capital Advisors LLC ($1.03K), and Transamerica Financial Advisors Inc. ($378.00).

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

Institutional investors have sold a total of 199,648 shares in the last 24 months. This volume of shares sold represents approximately $13.00M in transactions.



This page (NASDAQ:FSZ) was last updated on 12/25/2024 by MarketBeat.com Staff
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