First Trust SwitzerlandFSZETF
13F holders, Q1 2024 (March 31)24holders
1famous investor
$63.71avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding First Trust Switzerland (FSZ) in their 13F filings. The largest holders were First Trust Advisors LP ($38.4M), Morgan Stanley ($8.8M) and Vontobel Holding Ltd. ($7.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Switzerland
- CUSIP
- 33737J232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 4 | $997K |
Ownership 24 holders
| First Trust Advisors LP | 0.04% | Reduce -3.3% | 602,821 | $38.4M |
| Morgan Stanley | 0.00% | Add +19.3% | 137,466 | $8.8M |
| Vontobel Holding Ltd. | 0.06% | Add +0.0% | 111,920 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +6.2% | 43,556 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +29.5% | 42,514 | $2.7M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +2.1% | 34,363 | $2.2M |
| Syon Capital LLC | 0.18% | No change | 30,389 | $1.9M |
| Cottonwood Capital Advisors, LLC | 0.91% | Reduce -1.6% | 18,544 | $1.1M |
| PGIM Custom Harvest LLC | 0.02% | Add +21.7% | 11,568 | $737K |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 10,510 | $670K |
| Citadel Advisors | 0.00% | New | 9,824 | $626K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -27.5% | 6,080 | $387K |
| HighTower Advisors, LLC | 0.00% | No change | 5,820 | $370K |
| Bank of Montreal | 0.00% | New | 5,758 | $369K |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 5,497 | $350K |
| Susquehanna International Group, LLP | 0.00% | New | 5,441 | $347K |
| Raymond James & Associates | 0.00% | Reduce -2.1% | 5,181 | $330K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -69.0% | 4,689 | $299K |
| StoneX Group Inc. | 0.02% | Add +3.5% | 3,213 | $205K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 2,731 | $174K |
| Royal Bank of Canada | 0.00% | No change | 325 | $21K |
| UBS Group AG | 0.00% | Reduce -42.1% | 190 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 116 | $7K |
| Comerica Bank | 0.00% | Reduce -4.0% | 73 | $5K |
"% of holder's portfolio" is FSZ's weight in each manager's 13F, not the share of First Trust Switzerland the manager owns.