First Trust SwitzerlandFSZETF
13F holders, Q4 2024 (December 31)26holders +5
4new positions
2sold out
1famous investor
$62.74avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding First Trust Switzerland (FSZ) in their 13F filings, up 5 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were First Trust Advisors LP ($34.6M), Vontobel Holding Ltd. ($7.0M) and Morgan Stanley ($6.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 2 | $241K |
All 13F filers, Q3 2024 → Q4 2024: 43,095 shares bought and 54,059 shares sold, net −10,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| First Trust Advisors LP | 0.03% | Reduce -2.1% | 550,900 | $34.6M |
| Vontobel Holding Ltd. | 0.02% | Reduce -0.1% | 111,741 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -25.3% | 97,995 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +5.6% | 45,763 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Reduce -9.7% | 31,008 | $1.9M |
| Syon Capital LLC | 0.16% | Reduce -7.0% | 28,667 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +37.9% | 24,890 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +62.2% | 24,175 | $1.5M |
| Cottonwood Capital Advisors, LLC | 0.95% | Add +2.7% | 21,078 | $1.3M |
| PGIM Custom Harvest LLC | 0.01% | Add +5.9% | 10,285 | $645K |
| Flow Traders U.S. LLC | 0.02% | New | 8,542 | $536K |
| Climber Capital SA | 0.42% | — | 8,140 | $510K |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 6,894 | $433K |
| Citadel Advisors | 0.00% | New | 6,218 | $390K |
| Osaic Holdings, Inc. | 0.00% | Add +112.5% | 6,098 | $383K |
| Raymond James Financial Inc. | 0.00% | — | 5,228 | $328K |
| LPL Financial LLC | 0.00% | New | 4,963 | $311K |
| HighTower Advisors, LLC | 0.00% | No change | 4,943 | $310K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +3.4% | 4,459 | $280K |
| BFI Infinity Ltd. | 0.23% | — | 3,300 | $208K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,678 | $105K |
| UBS Group AG | 0.00% | Add +36.8% | 1,204 | $76K |
| Royal Bank of Canada | 0.00% | No change | 325 | $20K |
| JPMorgan Chase & Co. | 0.00% | No change | 115 | $7K |
| Comerica Bank | 0.00% | Add +11.0% | 81 | $5K |
| AE Wealth Management LLC | 0.00% | New | 2 | $125 |
"% of holder's portfolio" is FSZ's weight in each manager's 13F, not the share of First Trust Switzerland the manager owns.