First Trust SwitzerlandFSZETF

13F holders, Q2 2025 (June 30)
30holders +5
5new positions
0sold out
1famous investor
$76.64avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding First Trust Switzerland (FSZ) in their 13F filings, up 5 from Q1 2025. 5 opened new positions and 0 sold out. The largest holders were First Trust Advisors LP ($26.5M), Vontobel Holding Ltd. ($8.5M) and Morgan Stanley ($6.5M). 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

0102030 Q1 2024: 24Q1 2024Q2 2024: 25Q2 2024Q3 2024: 21Q3 2024Q4 2024: 26Q4 2024Q1 2025: 25Q1 2025Q2 2025: 30Q2 2025Q3 2025: 27Q3 2025Q4 2025: 25Q4 2025Q1 2026: 27Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$1.1M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 49,528 shares bought and 112,270 shares sold, net −62,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

First Trust Advisors LP 0.02% Add +11.2% 345,814 $26.5M
Vontobel Holding Ltd. 0.03% Reduce -0.1% 111,258 $8.5M
Morgan Stanley 0.00% Reduce -4.5% 84,656 $6.5M
Ssa Swiss Advisors AG 1.03% Reduce -26.6% 26,375 $2.1M
Cottonwood Capital Advisors, LLC 1.08% Reduce -0.9% 21,051 $1.6M
Old Mission Capital LLC 0.04% Reduce -4.7% 18,882 $1.4M
Jane Street Group, LLC 0.00% Reduce -76.1% 18,267 $1.4M
Flow Traders U.S. LLC 0.04% Reduce -25.9% 15,533 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -64.0% 10,070 $770K
PGIM Custom Harvest LLC 0.01% Add +0.4% 9,452 $723K
Syon Capital LLC 0.05% Reduce -45.3% 9,261 $708K
Climber Capital SA 0.40% No change 8,140 $619K
Stifel Financial Corp. 0.00% No change 6,556 $501K
Osaic Holdings, Inc. 0.00% No change 6,092 $466K
Unique Wealth Strategies, LLC 0.19% New 5,797 $443K
Raymond James Financial Inc. 0.00% Add +1.2% 5,336 $408K
LPL Financial LLC 0.00% Add +5.9% 5,072 $388K
HighTower Advisors, LLC 0.00% Reduce -29.7% 3,476 $266K
BFI Infinity Ltd. 0.21% New 3,300 $252K
Transamerica Financial Advisors, LLC 0.02% Reduce -13.6% 3,092 $236K
Citadel Advisors 0.00% Reduce -58.6% 3,024 $231K
Quantinno Capital Management LP 0.00% Reduce -27.4% 2,979 $228K
StoneX Group Inc. 0.01% New 2,914 $223K
MTM Investment Management, LLC 0.05% New 1,866 $143K
UBS Group AG 0.00% Reduce -17.5% 1,457 $111K
Golden State Wealth Management, LLC 0.01% Reduce -31.3% 1,153 $88K
Royal Bank of Canada 0.00% Add +118.2% 709 $54K
JPMorgan Chase & Co. 0.00% No change 115 $9K
Wells Fargo & Company 0.00% New 88 $7K
Comerica Bank 0.00% No change 74 $6K

"% of holder's portfolio" is FSZ's weight in each manager's 13F, not the share of First Trust Switzerland the manager owns.