S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court

First Trust Switzerland AlphaDEX Fund (FSZ) Institutional Ownership

$61.15
-1.02 (-1.64%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$14.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$13.00M
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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
3/1/2024Goldman Sachs Group Inc.8,555$556K0.0%N/A0.634%
2/26/2024Syon Capital LLC30,389$1.98M0.2%N/A2.251%
2/15/2024OLD Mission Capital LLC4,074$265K0.0%N/A0.302%
2/13/2024First Trust Advisors LP623,385$40.55M0.0%-19.2%46.177%
2/13/2024Goldman Sachs Group Inc.8,555$556K0.0%N/A0.634%
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%
1/25/2024International Assets Investment Management LLC32,782$2.13M0.0%N/A2.428%
1/24/2024International Assets Investment Management LLC32,782$2.13M0.0%N/A2.428%
1/12/2024Cyndeo Wealth Partners LLC8,391$546K0.0%-80.1%0.622%
11/13/2023LPL Financial LLC6,074$350K0.0%-57.2%0.419%
11/6/2023Cottonwood 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%
8/21/2023Osaic Holdings Inc.4,523$272K0.0%+45.2%0.215%
8/15/2023Wells Fargo & Company MN53,230$3.20M0.0%+55.4%2.535%
8/15/2023Benjamin F. Edwards & Company Inc.39,334$2.36M0.1%-4.2%1.873%
8/15/2023Royal Bank of Canada15,262$916K0.0%+1,295.1%0.727%
8/15/2023Citadel Advisors LLC29,930$1.80M0.0%+95.1%1.425%
8/10/2023Osaic Holdings Inc.4,523$272K0.0%+45.2%0.215%
8/4/2023Cottonwood Capital Advisors LLC19,964$1.20M1.1%-2.3%0.951%
7/31/2023LPL Financial LLC14,204$853K0.0%+146.8%0.676%
7/27/2023Cyndeo Wealth Partners LLC42,101$2.53M0.3%+4.3%2.005%
7/25/2023Raymond James & Associates5,324$320K0.0%+4.6%0.254%
7/24/2023Vontobel Holding Ltd.112,639$6.76M0.0%-2.8%5.364%
7/17/2023Wealthcare 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, 17 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), Wells Fargo & Company MN ($3.20M), Benjamin F. Edwards & Company Inc. ($2.19M), International Assets Investment Management LLC ($2.13M), Syon Capital LLC ($1.98M), and Citadel Advisors LLC ($1.80M).Learn more on FSZ's institutional investors.

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

Of the 13 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 ($65.56K), Syon Capital LLC ($60.78K), Wells Fargo & Company MN ($18.98K), Goldman Sachs Group Inc. ($17.11K), Citadel Advisors LLC ($14.59K), Royal Bank of Canada ($14.17K), and Wealthcare Advisory Partners LLC ($11.38K).

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

Institutional investors have bought a total of 224,082 shares in the last 24 months. This purchase volume represents approximately $14.18M 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), LPL Financial LLC ($8.13K), Benjamin F. Edwards & Company Inc. ($6.67K), Vontobel Holding Ltd. ($3.92K), and Cottonwood Capital Advisors LLC ($728.00).

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

Institutional investors have sold a total of 201,244 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 4/14/2024 by MarketBeat.com Staff

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