Who owns FSZ?
First Trust Switzerland AlphaDEX Fund · First Trust
25 institutions reported holding FSZ, worth $22.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FSZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Vontobel Holding Ltd. | Zurich, Switzerland | $9.1M | 110,440 | −350 shares |
| SSA Swiss Advisors AG | Zurich, Switzerland | $2.6M | 31,325 | New position |
| Cottonwood Capital Advisors, LLC | Salt Lake City, UT | $1.8M | 21,607 | −107 shares |
| Jane Street Group, LLC | New York, NY | $1.6M | 19,780 | −5,684 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.1M | 12,947 | +187 shares |
| Climber Capital SA | Nyon, Switzerland | $732K | 8,945 | +805 shares |
| PGIM Custom Harvest LLC | Newark, NJ | $642K | 7,826 | +263 shares |
| Morgan Stanley | New York, NY | $603K | 7,353 | −4,940 shares |
| SYON Capital LLC | San Francisco, CA | $583K | 7,108 | −111 shares |
| Genesee Capital Advisors, LLC | Auburn, NY | $555K | 6,762 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FSZ?
25 institutional managers reported holding FSZ in Form 13F filings for June 30, 2026, worth $22.1M in total. The largest reported position was held by Vontobel Holding Ltd., at $9.1M.
Did institutions buy or sell FSZ last quarter?
Reported 13F value fell 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FSZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.