FIRST TRUST PORTFOLIOS LP - 31 Mar 2025 SCHEDULE 13G/A Report for First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund (FSZ)

Filing Manager
FIRST TRUST PORTFOLIOS LP
Reporting Manager
First Trust Portfolios L.P.
Security
First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund
Symbol
FSZ
Shares outstanding
949,963 shares
Disclosed Ownership
311,018 shares
Ownership
33%
Form type
SCHEDULE 13G/A
Filing time
07 Apr 2025, 09:56:49 UTC
Date of event
31 Mar 2025
Previous filing
07 Feb 2025
Next filing
07 Jul 2025
SEC
View on sec.gov

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Quoteable Key Fact

"FIRST TRUST PORTFOLIOS LP disclosed 33% ownership in First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund (FSZ) on 31 Mar 2025."

Quick Takeaways

  • FIRST TRUST PORTFOLIOS LP filed SCHEDULE 13G/A for First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund (FSZ).
  • Disclosed ownership: 33%.
  • Date of event: 31 Mar 2025.

What Changed

  • Previous schedule filing date: 07 Feb 2025.
  • Current filing was accepted on 07 Apr 2025, 09:56.

Why This Matters

  • This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
  • You can verify ownership claims directly against the original SEC filing.

Official SEC Source

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

See Original Filing

Reporting Managers (3)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
First Trust Portfolios L.P. 33% 311,018 0 0 /s/ James M. Dykas James M. Dykas, Chief Financial Officer
First Trust Advisors L.P. 33% 311,018 0 311,018 /s/ James M. Dykas James M. Dykas, Chief Financial Officer
The Charger Corporation 33% 311,018 0 311,018 /s/ James M. Dykas James M. Dykas, Chief Financial Officer and Treasurer

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