First Trust Portfolios Lp

13F Holdings History for First Trust Exchange-Traded AlphaDEX(R) Fund II - First Trust Switzerland AlphaDEX(R) Fund (FSZ)

Symbol: FSZ
Investment type: Equity / First Trust Switzerland AlphaDEX(R) Fund
Latest Disclosed Ownership: 429K shares
Security Ownership: 40.8%

First Trust Portfolios L.P. ownership in First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund (FSZ)

2025-10-22 - First Trust Portfolios L.P. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 429K shares of First Trust Exchange-Traded AlphaDEX(R) Fund II First Trust Switzerland AlphaDEX(R) Fund (FSZ). This represents 40.8% percent ownership of the company. In their previous filing dated 2025-07-07, FIRST TRUST PORTFOLIOS LP had reported owning 346K shares, indicating an increase of 24% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
First Trust Portfolios L.P.	40.83%	+6.34%	$32.9M	429K	+82,914	+24%	$76.82	13G/A	9/30/2025	22 Oct 2025 09:38:16
First Trust Portfolios L.P.	38.42%	+17.2%	$25.4M	346K	+34,796	+11.2%	$73.44	13G/A	6/30/2025	7 Jul 2025 09:28:09
First Trust Portfolios L.P.	32.74%	-14.9%	$20.5M	311K	-93,965	-23.2%	$65.92	13G/A	3/31/2025	7 Apr 2025 09:56:49
First Trust Portfolios L.P.	38.57%		$26.7M	405K			$65.92	13G/A	1/31/2025	7 Feb 2025 10:07:11