Arkadios Wealth Advisors First Trust Switzerland Alphad Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 10, 2020	SELL	$48.94 - $55.1 $3,817 - $4,297	-78 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$47.15 - $54.01 $3,677 - $4,212	78 New	78 $4,000

Others Institutions Holding FSZ

# of Institutions

24

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

563K
Shares

$37.4 Million
0.04% of portfolio
Morgan Stanley New York, NY

131K
Shares

$8.71 Million
0.0% of portfolio
Vontobel Holding Ltd.

112K
Shares

$7.43 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

43.3K
Shares

$2.88 Million
0.0% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

35K
Shares

$2.32 Million
0.04% of portfolio

About FIRST TRUST SWITZERLAND ALPHAD

Ticker FSZ
Sector ETFs
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