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First Trust Switzerland AlphaDEX Fund (FSZ) Institutional Ownership

First Trust Switzerland AlphaDEX Fund logo
$83.28 0.00 (-0.01%)
As of 08/13/2026
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Institutional Ownership Changes (13F Filings) for First Trust Switzerland AlphaDEX Fund (NASDAQ:FSZ)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$10.83M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$573.47K
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FSZ Institutional Buying and Selling by Quarter

First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 Cottonwood Capital Advisors LLC21,714$1.72M1.2%-0.7%4.343%
2/26/2026 SSA Swiss Advisors AG24,925$2.00M0.9%-0.8%4.532%
2/18/2026 Hyposwiss Advisors SA2,920$234K0.2%N/A0.531%
2/17/2026Royal Bank of Canada959$77K0.0%+35.3%0.174%
2/13/2026 Kestra Advisory Services LLC2,015$161K0.0%N/A0.366%
2/13/2026 Golden State Wealth Management LLC896$72K0.0%-19.9%0.163%
2/12/2026Jane Street Group LLC33,065$2.65M0.0%-3.5%6.012%
2/11/2026Syon Capital LLC7,423$595K0.0%-1.8%1.350%
2/3/2026 Climber Capital SA8,140$651K0.4%N/A1.480%
1/16/2026 Genesee Capital Advisors LLC6,892$552K0.2%N/A1.253%
1/14/2026 BFI Infinity Ltd.3,300$266K0.2%-200.0%0.600%
12/3/2025 SSA Swiss Advisors AG25,125$1.91M0.9%-4.7%4.568%
11/18/2025 Advisory Services Network LLC769$59K0.0%N/A0.140%
11/17/2025Susquehanna International Group LLP36,235$2.78M0.0%+259.8%6.588%
11/17/2025Flow Traders U.S. LLC16,664$1.28M0.1%+7.3%3.030%
11/14/2025Raymond James Financial Inc.6,666$512K0.0%+24.9%1.212%
11/14/2025PGIM Custom Harvest LLC7,092$545K0.0%-25.0%1.289%
11/13/2025 First Trust Advisors LP428,728$32.94M0.0%+24.0%77.951%
11/7/2025Syon Capital LLC7,556$580K0.0%-18.4%1.374%
10/22/2025 Cottonwood Capital Advisors LLC21,786$1.67M1.2%+3.5%2.075%
10/15/2025 Vontobel Holding Ltd.111,073$8.53M0.0%-0.2%10.578%
8/14/2025Jane Street Group LLC18,267$1.40M0.0%-76.1%1.827%
8/14/2025Transamerica Financial Advisors LLC3,092$236K0.0%-13.6%0.309%
8/13/2025 StoneX Group Inc.2,914$223K0.0%N/A0.291%
8/13/2025Flow Traders U.S. LLC15,533$1.19M0.0%-26.0%1.553%
8/13/2025 First Trust Advisors LP345,814$26.45M0.0%+11.2%34.581%
8/8/2025 MTM Investment Management LLC1,866$143K0.0%N/A0.187%
8/6/2025 Golden State Wealth Management LLC1,153$88K0.0%-31.3%0.115%
7/31/2025 SSA Swiss Advisors AG26,375$2.14M1.0%-26.7%2.638%
7/29/2025 Cottonwood Capital Advisors LLC21,051$1.61M1.1%-0.9%2.105%
7/17/2025 BFI Infinity Ltd.3,300$252K0.2%N/A0.330%
5/19/2025Jane Street Group LLC76,521$5.18M0.0%+216.5%8.502%
5/15/2025OLD Mission Capital LLC19,816$1.34M0.0%N/A2.202%
5/14/2025Transamerica Financial Advisors LLC3,577$242K0.0%-19.8%0.397%
5/14/2025Flow Traders U.S. LLC20,977$1.42M0.1%+145.6%2.331%
5/14/2025PGIM Custom Harvest LLC9,414$637K0.0%-8.5%1.046%
5/8/2025SSA Swiss Advisors AG35,960$2.43M1.2%N/A3.996%
4/28/2025Vontobel Holding Ltd.111,359$7.53M0.0%-0.3%12.373%
4/23/2025Cottonwood Capital Advisors LLC21,239$1.44M1.1%+0.8%2.360%
4/23/2025Golden State Wealth Management LLC3,352$227K0.0%+99.8%0.372%
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2/17/2025Citadel Advisors LLC6,218$390K0.0%N/A0.592%
2/17/2025Benjamin Edwards Inc.31,008$1.95M0.0%-9.7%2.953%
2/14/2025Jane Street Group LLC24,175$1.52M0.0%+62.2%2.302%
2/14/2025Syon Capital LLC28,667$1.80M0.2%-7.0%2.730%
2/14/2025Susquehanna International Group LLP24,890$1.56M0.0%+37.9%2.370%
2/14/2025Stifel Financial Corp6,894$433K0.0%-2.5%0.657%
2/14/2025First Trust Advisors LP550,900$34.56M0.0%-2.1%52.467%
2/13/2025Raymond James Financial Inc.5,228$328K0.0%N/A0.498%
2/13/2025Wells Fargo & Company MN45,763$2.87M0.0%+5.6%4.358%
2/12/2025Climber Capital SA8,140$510K0.4%N/A0.775%
2/11/2025LPL Financial LLC4,963$311K0.0%N/A0.473%
2/6/2025Raymond James Financial Inc.5,228$328K0.0%N/A0.475%
1/28/2025Golden State Wealth Management LLC1,678$105K0.0%N/A0.146%
1/21/2025Cottonwood Capital Advisors LLC21,078$1.32M0.9%+2.7%1.833%
1/15/2025BFI Infinity Ltd.3,300$208K0.2%N/A0.275%
11/15/2024Jane Street Group LLC14,907$1.05M0.0%-33.7%1.193%
11/15/2024Stifel Financial Corp7,073$499K0.0%+12.6%0.566%
11/15/2024Benjamin Edwards Inc.34,322$2.42M0.0%N/A2.746%
11/13/2024Transamerica Financial Advisors Inc.4,311$304K0.0%-8.1%0.345%
11/4/2024Cottonwood 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%
7/30/2024International Assets Investment Management LLC504$33K0.0%N/A0.040%
7/9/2024Mather Group LLC.500$32K0.0%N/A0.040%
4/29/2024Benjamin F. Edwards & Company Inc.34,363$2.19M0.0%+2.1%2.545%
4/26/2024Cottonwood Capital Advisors LLC18,544$1.14M0.9%-1.6%1.374%
2/26/2024Syon Capital LLC30,389$1.98M0.2%N/A2.251%
2/13/2024First 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%
2/2/2024Syon 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%
11/6/2023Cottonwood 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%
8/4/2023Cottonwood 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%


FSZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of First Trust Switzerland AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($32.94M), Vontobel Holding Ltd. ($8.53M), Wells Fargo & Company MN ($2.87M), Susquehanna International Group LLP ($2.78M), Jane Street Group LLC ($2.65M), SSA Swiss Advisors AG ($2.00M), and Benjamin Edwards Inc. ($1.95M).Learn more on First Trust Switzerland AlphaDEX Fund's institutional investors.

Of the 23 institutional investors that purchased First Trust Switzerland AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($117.71K), Jane Street Group LLC ($61.61K), SSA Swiss Advisors AG ($35.96K), Benjamin Edwards Inc. ($34.32K), Susquehanna International Group LLP ($33K), OLD Mission Capital LLC ($19.82K), and Climber Capital SA ($16.28K).

Institutional investors have bought a total of 139,861 shares in the last 24 months. This purchase volume represents approximately $10.83M in transactions.

The following institutional investors have sold First Trust Switzerland AlphaDEX Fund stock in the last 24 months: PGIM Custom Harvest LLC ($2.36K), Syon Capital LLC ($1.84K), SSA Swiss Advisors AG ($1.45K), Jane Street Group LLC ($1.19K), Golden State Wealth Management LLC ($222.00), Vontobel Holding Ltd. ($185.00), and Cottonwood Capital Advisors LLC ($147.00).

Institutional investors have sold a total of 7,389 shares in the last 24 months. This volume of shares sold represents approximately $573.47K in transactions.


Related Companies

Institutional ownership data for NASDAQ:FSZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 4/17/2026. New 13F filings are added each quarter as they're published.
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