First Trust SwitzerlandFSZETF
13F holders, Q3 2024 (September 30)21holders −4
2new positions
5sold out
$70.49avg. 13F price*
At the end of Q3 2024, 21 institutions reported holding First Trust Switzerland (FSZ) in their 13F filings, down 4 from Q2 2024. 2 opened new positions and 5 sold out. The largest holders were First Trust Advisors LP ($39.7M), Morgan Stanley ($9.2M) and Vontobel Holding Ltd. ($7.9M).
- Company
- First Trust Switzerland
- CUSIP
- 33737J232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 69,646 shares bought and 36,570 shares sold, net +33,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| First Trust Advisors LP | 0.04% | Reduce -0.5% | 562,591 | $39.7M |
| Morgan Stanley | 0.00% | Add +18.8% | 131,185 | $9.2M |
| Vontobel Holding Ltd. | 0.03% | No change | 111,852 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 43,335 | $3.1M |
| Benjamin Edwards Inc. | 0.04% | New | 34,322 | $2.4M |
| Syon Capital LLC | 0.19% | Reduce -0.1% | 30,820 | $2.2M |
| Cottonwood Capital Advisors, LLC | 1.06% | Add +10.9% | 20,523 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +143.6% | 18,055 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -33.7% | 14,907 | $1.1M |
| PGIM Custom Harvest LLC | 0.01% | Reduce -15.3% | 9,709 | $684K |
| Stifel Financial Corp. | 0.00% | Add +12.7% | 7,073 | $499K |
| Raymond James & Associates | 0.00% | Add +3.3% | 5,307 | $374K |
| HighTower Advisors, LLC | 0.00% | No change | 4,943 | $348K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -8.1% | 4,311 | $304K |
| StoneX Group Inc. | 0.02% | Add +3.5% | 3,327 | $235K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,870 | $202K |
| UBS Group AG | 0.00% | Add +604.0% | 880 | $62K |
| Royal Bank of Canada | 0.00% | No change | 325 | $23K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 115 | $8K |
| Bokf, NA | 0.00% | New | 94 | $7K |
| Comerica Bank | 0.00% | Reduce -2.7% | 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.