Who Owns FSZ?
First Trust Switzerland AlphaDEX Fund — Institutional Ownership & 13F Holdings
$80.89
+1.89 (+2.39%)
Market Cap
$85.5M
Shares Outstanding
1,038,188
Institutional Holders
25
Total Inst. Value
$52.5M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
4
Closed Positions
4
Increased
8
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $21.0M | 311,018 |
| 2 | Vontobel Holding Ltd. | $7.5M | 111,359 |
| 3 | MORGAN STANLEY | $6.0M | 88,683 |
| 4 | JANE STREET GROUP, LLC | $5.2M | 76,521 |
| 5 | SSA SWISS ADVISORS AGNew | $2.4M | 35,960 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 27,960 |
| 7 | COTTONWOOD CAPITAL ADVISORS, LLCNew | $1.4M | 21,239 |
| 8 | FLOW TRADERS U.S. LLC | $1.4M | 20,977 |
| 9 | SYON CAPITAL LLC | $1.1M | 16,922 |
| 10 | PGIM Custom Harvest LLC | $636K | 9,414 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JANE STREET GROUP, LLC | +52K | $5.2M |
| SSA SWISS ADVISORS AGNew | +36K | $2.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +3K | $1.9M |
| COTTONWOOD CAPITAL ADVISORS, LLCNew | +21K | $1.4M |
| FLOW TRADERS U.S. LLC | +12K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | -240K | $21.0M |
| SYON CAPITAL LLC | -12K | $1.1M |
| MORGAN STANLEY | -9K | $6.0M |
| Transamerica Financial Advisors, LLC | -882 | $242K |
| PGIM Custom Harvest LLC | -871 | $636K |
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Frequently Asked Questions
How many institutional investors hold FSZ?
As of Q1 2025, 25 institutional investors report holding FSZ (First Trust Switzerland AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FSZ?
The largest institutional holder of FSZ is FIRST TRUST ADVISORS LP with $21.0M in shares.
Are institutions buying or selling FSZ?
This quarter, 4 institutions opened new positions in FSZ and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.