First Trust Switzerland AlphaDEX Fund (FSZ) Institutional Ownership $66.33 +0.26 (+0.39%) (As of 07/26/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHoldingsOptions ChainOwnershipShort InterestTrendsStock AnalysisChartDividendHoldingsOptions ChainOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for First Trust Switzerland AlphaDEX Fund (NASDAQ:FSZ)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$9.15MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$12.25M Get FSZ Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Switzerland AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data FSZ Institutional Buying and Selling by Quarter Ad Unstoppable Prosperity“Generational Bull Run” IncomingLIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.You can find out what they are by clicking here now. First Trust Switzerland AlphaDEX Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/9/2024 Mather Group LLC.500$32K0.0%N/A0.040% 4/29/2024Benjamin F. Edwards & Company Inc.34,363$2.19M0.0%+2.1%2.545% 4/26/2024 Cottonwood 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% 11/6/2023 Cottonwood 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% 8/4/2023 Cottonwood 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% 7/25/2023 Raymond 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, 12 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), Benjamin F. Edwards & Company Inc. ($2.19M), International Assets Investment Management LLC ($2.13M), Syon Capital LLC ($1.98M), Cottonwood Capital Advisors LLC ($1.14M), and LPL Financial LLC ($853K).Learn more on FSZ's institutional investors. Which institutional investors have been buying First Trust Switzerland AlphaDEX Fund stock? Of the 9 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), Wealthcare Advisory Partners LLC ($11.38K), LPL Financial LLC ($8.45K), Foundations Investment Advisors LLC ($4.21K), Cyndeo Wealth Partners LLC ($1.73K), and Benjamin F. Edwards & Company Inc. ($719.00). How much institutional buying is happening at First Trust Switzerland AlphaDEX Fund? Institutional investors have bought a total of 153,563 shares in the last 24 months. This purchase volume represents approximately $9.85M 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), Benjamin F. Edwards & Company Inc. ($4.94K), Vontobel Holding Ltd. ($3.92K), and Cottonwood Capital Advisors LLC ($1.03K). How much institutional selling is happening at First Trust Switzerland AlphaDEX Fund? Institutional investors have sold a total of 191,681 shares in the last 24 months. This volume of shares sold represents approximately $12.44M in transactions. 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