First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund (FSZ)

CUSIP: 33737J232

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / First Trust Switzerland AlphaDEX(R) Fund
Shares outstanding
1,050,032
Total 13F shares
52,974
Share change
-1,265
Total reported value
$4,201,558
Price per share
$79.32
Number of holders
10
Value change
-$101,892
Number of buys
5
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 33737J232?
CUSIP 33737J232 identifies FSZ - First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of FSZ - First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund (FSZ) as of Q1 2026

As of 31 Mar 2026, First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund (FSZ) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 52,974 shares. The largest 10 holders included COTTONWOOD CAPITAL ADVISORS, LLC, Climber Capital SA, Genesee Capital Advisors, LLC, LPL Financial LLC, Hyposwiss Advisors SA, BFI Infinity Ltd., MTM Investment Management, LLC, UBS Group AG, Golden State Wealth Management, LLC, and ASSETMARK, INC. This page lists 10 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
25
Q1 2026 holders
10
Holder diff
-15
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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