Question 1

How many shares of FSZ does FIRST TRUST ADVISORS LP own?

Accepted Answer

FIRST TRUST ADVISORS LP previously held 0 shares of FSZ (FIRST TR EXCH TRD ALPHDX FD) before exiting the position in 2025-Q4.

Question 2

What is FIRST TRUST ADVISORS LP's FSZ position worth?

Accepted Answer

FIRST TRUST ADVISORS LP's FSZ position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is FIRST TRUST ADVISORS LP buying or selling FSZ?

Accepted Answer

In 2025-Q4, FIRST TRUST ADVISORS LP exited their FSZ position entirely (-100.0% change in shares).

Question 4

When did FIRST TRUST ADVISORS LP first buy FSZ?

Accepted Answer

Based on available 13F filings, FIRST TRUST ADVISORS LP first reported a position in FSZ in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$80.51	0
2025-Q3	Increased	428,728	+24.0%	$32.9M	0.0%	$75.87	35
2025-Q2	Increased	345,814	+11.2%	$26.5M	0.0%	$75.78	32
2025-Q1	Decreased	311,018	-43.5%	$21M	0.0%	$67.74	0
2024-Q4	Decreased	550,900	-2.1%	$34.6M	0.0%	$61.89	0
2024-Q3	Decreased	562,591	-0.5%	$39.7M	0.0%	$69.86	0

FSZShowing 6 of 28 quarters

FSZ
Showing 6 of 28 quarters