Purchases and Sales Made in Q4 2025 in First Trust Switzerland Alphad (FSZ)
This table provides information about the institutional ownership of First Trust Switzerland Alphad (FSZ) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.89KNew |
$519K - $544K
|
6.89K
$537K
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.3KNew |
$249K - $260K
|
3.3K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
75+ 0.34% |
$5.65K - $5.92K
|
21.9K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
12New |
$904 - $947
|
12
$935
|