FSZ — First Tr Exch Trd Alphdx Fd Institutional Holders · Q2 2026

Name: Who Owns FSZ? 27 Institutions Hold $22.1M (Q2 2026)
Creator: ko.io

Who owns First Tr Exch Trd Alphdx Fd (FSZ)? 27 institutions reported holding $22.12M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Vontobel Holding Ltd. ($9.1M), Ssa Swiss Advisors AG ($2.6M), Cottonwood Capital Advisors, LLC ($1.8M).

Rank	Institution	Value	Shares	Change
1	Vontobel Holding Ltd.	$9.1M	110,440	Trimmed
2	SSA SWISS ADVISORS AG	$2.6M	31,325	Trimmed
3	COTTONWOOD CAPITAL ADVISORS, LLC	$1.8M	21,607	Trimmed
4	JANE STREET GROUP, LLC	$1.6M	19,780	Trimmed
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.1M	12,947	Added
6	Climber Capital SA	$732,296	8,945	Added
7	PGIM Custom Harvest LLC	$641,956	7,826	Added
8	MORGAN STANLEY	$603,198	7,353	Trimmed
9	SYON CAPITAL LLC	$583,067	7,108	Trimmed
10	Genesee Capital Advisors, LLC	$554,677	6,762	Hold
11	STIFEL FINANCIAL CORP	$527,524	6,431	Trimmed
12	LPL Financial LLC	$507,000	6,181	Added
13	CITADEL ADVISORS LLC	$395,624	4,823	Trimmed
14	Hyposwiss Advisors SA	$362,566	4,420	Added
15	RAYMOND JAMES FINANCIAL INC	$331,060	4,036	Trimmed
16	BFI Infinity Ltd.	$270,403	3,300	Hold
17	MTM Investment Management, LLC	$153,065	1,866	Hold
18	Royal Bank of Canada	$102,000	1,240	Added
19	UBS Group AG	$93,841	1,144	Added
20	OSAIC HOLDINGS, INC.	$83,014	1,012	Hold
21	Golden State Wealth Management, LLC	$73,622	897	Hold
22	JPMORGAN CHASE & CO	$9,552	115	Trimmed
23	ASSETMARK, INC	$6,562	80	Hold
24	Transamerica Financial Advisors, LLC	$3,150	38	Trimmed
25	FLOW TRADERS U.S. LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30