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Funds Holding FSZ

On this page, we present all of the funds holding FSZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FSZ, with a link to that fund's top holdings. The next columns indicate the amount of FSZ stock held by each of the funds holding FSZ, followed by the FSZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding FSZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by First Trust Advisors LP. For more details on the positions held by First Trust Advisors LP (or by any of the other funds holding FSZ), click the fund name in the "Holder" column of the funds-holding-FSZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
First Trust Advisors LP623,385$40,548 12/31/2023
     FSZ623,385$40,548 12/31/2023
Morgan Stanley115,218$7,494 12/31/2023
     FSZ115,218$7,494 12/31/2023
Vontobel Holding Ltd.111,903$7,279 12/31/2023
     FSZ111,903$7,279 12/31/2023
Wells Fargo & Company MN41,025$2,668 12/31/2023
     FSZ41,025$2,668 12/31/2023
Benjamin F. Edwards & Company Inc.33,644$2,188 12/31/2023
     FSZ33,644$2,188 12/31/2023
Jane Street Group LLC32,832$2,136 12/31/2023
     FSZ32,832$2,136 12/31/2023
Syon Capital LLC30,389$1,977 12/31/2023
     FSZ30,389$1,977 12/31/2023
Cottonwood Capital Advisors LLC18,842$1,226 12/31/2023
     FSZ18,842$1,226 12/31/2023
Transamerica Financial Advisors Inc.15,148$986 12/31/2023
     FSZ15,148$986 12/31/2023
Stifel Financial Corp11,121$723 12/31/2023
     FSZ11,121$723 12/31/2023
Green Harvest Asset Management LLC9,507$618 12/31/2023
     FSZ9,507$618 12/31/2023
Goldman Sachs Group Inc.8,555$556 12/31/2023
     FSZ8,555$556 12/31/2023
Cyndeo Wealth Partners LLC6,080$387 03/31/2024
     FSZ6,080$387 03/31/2024
LPL Financial LLC5,945$387 12/31/2023
     FSZ5,945$387 12/31/2023
HighTower Advisors LLC5,820$380 12/31/2023
     FSZ5,820$380 12/31/2023
Raymond James & Associates5,294$344 12/31/2023
     FSZ5,294$344 12/31/2023
OLD Mission Capital LLC4,074$265 12/31/2023
     FSZ4,074$265 12/31/2023
Advisor Group Holdings Inc.2,807$183 12/31/2023
     FSZ2,807$183 12/31/2023
MTM Investment Management LLC1,866$121 12/31/2023
     FSZ1,866$121 12/31/2023
Advisory Services Network LLC833$54 12/31/2023
     FSZ833$54 12/31/2023
Royal Bank of Canada325$21 12/31/2023
     FSZ325$21 12/31/2023
UBS Group AG328$21 12/31/2023
     FSZ328$21 12/31/2023
JPMorgan Chase & Co.116$8 12/31/2023
     FSZ116$8 12/31/2023
Comerica Bank76$5 12/31/2023
     FSZ76$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     FSZ0$0 12/31/2023

See Summary: Institutional Holders of FSZ
See Details: Top 10 Hedge Funds Holding FSZ
Also See: FSZ Holdings Changes

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