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First Trust Switzerland (FSZ)

CUSIP: 33737J232 | NYSE | 131 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Vontobel Holding Ltd.110,440
0.0% of portfolio›$8.6M
Climber Capital SA26,925
1.2% of portfolio›$2.0M
Cottonwood Capital Advisors, LLC21,514
1.0% of portfolio›$1.7M
LPL Financial LLC7,662
0.0% of portfolio›$599.0K
Genesee Capital Advisors, LLC6,762
0.2% of portfolio›$528.6K
Hyposwiss Advisors SA4,420
0.3% of portfolio›$345.5K
BFI Infinity Ltd.3,300
0.1% of portfolio›$258.9K
MTM Investment Management, LLC1,866
0.0% of portfolio›$145.9K
Golden State Wealth Management, LLC897
0.0% of portfolio›$70.2K
Assetmark, Inc80
0.0% of portfolio›$6.3K
StyleTurnoverLocationFiled
Vontobel Holding Ltd.
110,440$8.6M0.0%CoreMediumZurich, Switzerland2026-10-16
Climber Capital SA
26,925$2.0M1.2%ETFLowNyon, Switzerland2026-10-20
Cottonwood Capital Advisors, LLC
21,514$1.7M1.0%ETFVery LowSalt Lake City, UT2026-10-20
LPL Financial LLC
7,662$599.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Genesee Capital Advisors, LLC
6,762$528.6K0.2%ETFMediumAuburn, NY2026-10-20
Hyposwiss Advisors SA
4,420$345.5K0.3%ETFLowGeneva, Switzerland2026-10-26
BFI Infinity Ltd.
3,300$258.9K0.1%ETFHighZurich, Switzerland2026-10-16
MTM Investment Management, LLC
1,866$145.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Golden State Wealth Management, LLC
897$70.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
80$6.3K0.0%ETFLowConcord, CA2026-10-21