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 32 institutions that hold shares in the stock, with a total of 899,506 shares, which have been reported (via 13F filing form) to have a value of $70.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
115
shares
|
$8,956
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
74
shares
|
$5,763
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
12
shares
|
$934
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|