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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vontobel Holding Ltd., Morgan Stanley, Flow Traders U.S. Llc, Jane Street Group, Llc, and Cottonwood Capital Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +8,133 | — | 8,133 | $651.37K | Q4 2025 | Feb 17, 2026 |
| Pgim Custom Harvest Llc | Buy | +7,128 | — | 7,128 | $570.88K | Q4 2025 | Feb 17, 2026 |
| Hyposwiss Advisors Sa | Buy | +2,920 | — | 2,920 | $233.86K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,012 | — | 1,012 | $81.05K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +959 | — | 959 | $77.00K | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | Buy | +111,158 | — | 111,158 | $8.90M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +60,467 | — | 60,467 | $4.84M | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +42,772 | — | 42,772 | $3.43M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +6,534 | — | 6,534 | $523.31K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,015 | — | 2,015 | $161.38K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +896 | — | 896 | $71.83K | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +60 | — | 60 | $4.78K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +33,065 | — | 33,065 | $2.65M | Q4 2025 | Feb 12, 2026 |
| Syon Capital Llc | Buy | +7,423 | — | 7,423 | $594.52K | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +5,607 | — | 5,607 | $449.08K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +594 | — | 594 | $47.65K | Q4 2025 | Feb 11, 2026 |
| Mtm Investment Management, Llc | Buy | +1,866 | — | 1,866 | $149.45K | Q4 2025 | Feb 09, 2026 |
| Climber Capital Sa | Buy | +8,140 | — | 8,140 | $651.15K | Q4 2025 | Feb 03, 2026 |
| Us Bancorp \De\ | Buy | +134 | — | 134 | $10.73K | Q4 2025 | Jan 30, 2026 |
| Ubs Group Ag | Buy | +730 | — | 730 | $58.47K | Q4 2025 | Jan 29, 2026 |
| Assetmark, Inc | Buy | +12 | — | 12 | $961.00 | Q4 2025 | Jan 23, 2026 |
| Genesee Capital Advisors, Llc | Buy | +6,892 | — | 6,892 | $551.98K | Q4 2025 | Jan 16, 2026 |
| Cottonwood Capital Advisors, Llc | Buy | +21,861 | — | 21,861 | $1.75M | Q4 2025 | Jan 14, 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.