FIRST TRUST SWITZERLAND (FSZ) Institutional Ownership Changes & 13F Activity
FIRST TRUST SWITZERLAND (FSZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Flow Traders U.S. Llc, Jane Street Group, Llc, Beacon Pointe Advisors, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -23,191 | -82.8% | 4,823 | $395.62K | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1 | -2.6% | 38 | $3.15K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -5,684 | -22.3% | 19,780 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +281 | +29.3% | 1,240 | $102.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +187 | +1.5% | 12,947 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Syon Capital Llc | Sell | -111 | -1.5% | 7,108 | $583.07K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -99 | -2.4% | 4,036 | $331.06K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -4,940 | -40.2% | 7,353 | $603.20K | Q2 2026 | Aug 13, 2026 |
| Pgim Custom Harvest Llc | Buy | +263 | +3.5% | 7,826 | $641.96K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +122 | +11.9% | 1,144 | $93.84K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +115 | — | 115 | $9.55K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -103 | -1.6% | 6,431 | $527.52K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +408 | +7.1% | 6,181 | $507.00K | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | Sell | -350 | -0.3% | 110,440 | $9.06M | Q2 2026 | Aug 03, 2026 |
| Cottonwood Capital Advisors, Llc | Sell | -107 | -0.5% | 21,607 | $1.77M | Q2 2026 | Jul 23, 2026 |
| Climber Capital Sa | Buy | +805 | +9.9% | 8,945 | $732.30K | Q2 2026 | Jul 22, 2026 |
| Hyposwiss Advisors Sa | Buy | +1,000 | +29.2% | 4,420 | $362.57K | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, Llc | Sell | -82 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Flow Traders U.S. Llc | Sell | -9,033 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -5,614 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -875 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
Frequently asked questions about FSZ activity
Which institutional owners are buying FSZ?
Institutional owners buying FSZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FSZ activity?
"Buy" means an investor increased their reported position in FSZ compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SWITZERLAND (FSZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FSZ increasing?
Institutional interest in FSZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.