FSZ — FIRST TRUST SWITZERLAND
As of Q2 2026, 4 SEC-registered investment managers reported holding FSZ (FIRST TRUST SWITZERLAND) in their latest 13F filings, with a combined reported value of $1.10M across 13.44K shares. That is -67.5% by share count (-27.89K shares) versus the previous quarter, while reported value moved -66.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Prudential Financial history | Q3 2022 | 33.30K | $1.74M | 0.00% | Add |
| Bank of America Corp history | Q2 2022 | 12.51K | $663.00K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 7.35K | $603.20K | 0.00% | Reduce |
| Goldman Sachs Group history | Q4 2023 | 8.55K | $556.46K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 4.82K | $395.62K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 1.14K | $93.84K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 115 | $9.55K | 0.00% | New |
| Wells Fargo & Co history | Q2 2025 | 88 | $6.73K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 115 sh · $9.55K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 137.72K | 147.32K | 126.22K | 19.67K | 15.89K | 97.15K | 78.99K | 187.47K | 186.82K | 115.22K | 137.47K | 110.45K | 131.19K | 98.00K | 88.68K | 84.66K | 99.32K | 60.47K | 12.29K | 7.35K |
| Citadel Advisors | 15.39K | 27.53K | 30.46K | 25.63K | 4.75K | 10.58K | 15.34K | 29.93K | 11.01K | — | 9.82K | 6.73K | — | 6.22K | 7.30K | 3.02K | — | — | 28.01K | 4.82K |
| UBS Group AG | 1.32K | 1.70K | 1.83K | 1.59K | 668 | 1.85K | 1.37K | 514 | 125 | 328 | 190 | 125 | 880 | 1.20K | 1.77K | 1.46K | 1.39K | 730 | 1.02K | 1.14K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | 40 | 116 | 116 | 116 | 115 | 115 | 115 | 115 | 115 | 594 | — | 115 |
| Goldman Sachs Group | — | — | — | — | — | — | 10.09K | — | — | 8.55K | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | 1.57K | 4.25K | 12.51K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | 5.96K | 18.32K | 20.08K | 33.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 46.24K | 47.16K | 27.92K | 10.70K | 7.88K | 22.41K | 34.25K | 53.23K | 38.63K | 41.02K | 43.56K | 43.38K | 43.34K | 45.76K | — | 88 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details