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First Trust Switzerland (FSZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vontobel Holding Ltd.
UNCHANGED
Shares110,440 from 110,440
Change0 (0%)
Value$8.6M (-$425.7K)
Filed 2026-10-16
Climber Capital SA
INCREASED
Shares26,925 from 8,945
Change+17,980 (+201%)
Value$2.0M (+$1.3M)
Filed 2026-10-20
Cottonwood Capital Advisors, LLC
DECREASED
Shares21,514 from 21,607
Change-93 (0%)
Value$1.7M (-$90.6K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares7,662 from 6,181
Change+1,481 (+24%)
Value$599.0K (+$92.0K)
Filed 2026-11-06
Genesee Capital Advisors, LLC
UNCHANGED
Shares6,762 from 6,762
Change0 (0%)
Value$528.6K (-$26.1K)
Filed 2026-10-20
Hyposwiss Advisors SA
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$345.5K (-$17.0K)
Filed 2026-10-26
BFI Infinity Ltd.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$258.9K (-$11.5K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$145.9K (-$7.2K)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$70.2K (-$3.5K)
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.3K (-$308)
Filed 2026-10-21
SSA Swiss Advisors AG
N/A
Shares— from 31,325
Change-31,325 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,947
Change-12,947 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 7,826
Change-7,826 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,431
Change-6,431 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 115
Change-115 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Status
Vontobel Holding Ltd.
UNCHANGED110,440110,44000%$9.1M$8.6M-$425.7K2026-10-16
Climber Capital SA
INCREASED26,9258,945+17,980+201%$732.3K$2.0M+$1.3M2026-10-20
Cottonwood Capital Advisors, LLC
DECREASED21,51421,607-930%$1.8M$1.7M-$90.6K2026-10-20
LPL Financial LLC
INCREASED7,6626,181+1,481+24%$507.0K$599.0K+$92.0K2026-11-06
Genesee Capital Advisors, LLC
UNCHANGED6,7626,76200%$554.7K$528.6K-$26.1K2026-10-20
Hyposwiss Advisors SA
UNCHANGED4,4204,42000%$362.6K$345.5K-$17.0K2026-10-26
BFI Infinity Ltd.
UNCHANGED3,3003,30000%$270.4K$258.9K-$11.5K2026-10-16
MTM Investment Management, LLC
UNCHANGED1,8661,86600%$153.1K$145.9K-$7.2K2026-10-30
Golden State Wealth Management, LLC
UNCHANGED89789700%$73.6K$70.2K-$3.5K2026-11-02
Assetmark, Inc
UNCHANGED808000%$6.6K$6.3K-$3082026-10-21
SSA Swiss Advisors AG
N/A—31,325-31,325-100%$2.6M———
Jane Street Group, LLC
N/A—19,780-19,780-100%$1.6M———
Susquehanna International Group, LLP
N/A—12,947-12,947-100%$1.1M———
Pgim Custom Harvest LLC
N/A—7,826-7,826-100%$642.0K———
Morgan Stanley
N/A—7,353-7,353-100%$603.2K———
Syon Capital LLC
N/A—7,108-7,108-100%$583.1K———
Stifel Financial Corp
N/A—6,431-6,431-100%$527.5K———
Citadel Advisors LLC
N/A—4,823-4,823-100%$395.6K———
Raymond James Financial Inc
N/A—4,036-4,036-100%$331.1K———
Royal Bank of Canada
N/A—1,240-1,240-100%$102.0K———
UBS Group AG
N/A—1,144-1,144-100%$93.8K———
Osaic Holdings, Inc.
N/A—1,012-1,012-100%$83.0K———
JPMorgan Chase & Co
N/A—115-115-100%$9.6K———
Transamerica Financial Advisors, LLC
N/A—38-38-100%$3.2K———
Showing 24 of 24 institutions