Fiera Capital ETF Price, Holdings, & News (TSE:FSZ) (2024)

Get Fiera Capital alerts:

Email Address

About Fiera Capital (TSE:FSZ)

Fiera Capital Corporation is an employee owned investment manager. The firm primarily provides its services to institutional investors, mutual funds, charitable organizations, and private clients. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds and income trusts for its clients. It invests in the public equity and fixed income markets across the globe with a focus on Canada. The firm primarily invests in growth and value stocks of small-cap companies. It also invests in G.A.R.P. and value stocks of large-cap companies. The firm also makes investments in income trusts and preferred shares. It also applies exclusions to be fossil fuel free, integrates environmental, social, and governance considerations, and applies an ethical filter while making its investments. The firm employs fundamental and quantitative analysis along with bottom-up stock picking approach to create its equity portfolios. It employs a top-down macro-economic research to make its fixed income investments. The firm also makes alternative investments, including the use of long/short equity strategy. It benchmarks the performance of its portfolio against the S&P/TSX Index, MSCI ACWI Index, S&P/TSX Composite FFF Index, and S&P 500 indices. The firm conducts in-house research to make its investments. It makes investments in social infrastructure with a focus on affordable housing and community health care facilities and also makes investment in solar and wind power generation, transport, and mid-market assets. It typically invests in Canada. It was formerly known as Fiera Sceptre Inc. Fiera Capital Corporation was founded in 2002 and is based in Montréal, Canada with an additional office in Toronto, Canada, Calgary, Canada, and Vancouver, Canada.

FSZ Stock Price History

View Price History Chart DataSkip Price History Chart

30 days | 90 days | 365 days | Advanced Chart

FSZ ETF News Headlines

January 21, 2024|finance.yahoo.com

Fiera Capital Corporation (FSZ.TO)

January 19, 2024|finance.yahoo.com

Emerging-Market Money Manager Beats 99% of Peers by Ignoring Fed

January 24, 2024|Edge On The Street (Ad)

The Strategic Gold Play You Haven't Heard About

Experts recommend adding gold to your portfolio, but in what form? Some savvy investors are now rejecting coins and mining stocks in favor of a unique gold investment alternative. It holds explosive growth potential similar to a junior gold stock -- but with less risk exposure.

January 12, 2024|theglobeandmail.com

Fiera Capital insiders buy as distribution model takes shape

January 8, 2024|theglobeandmail.com

Fund Details

Issuer: First Trust
Fund Name: First Trust Switzerland AlphaDEX Fund
Tax Classification: Regulated Investment Company
Stock Exchange: TSE
Current Symbol: TSE:FSZ
Inception Date: 2/14/2012
Fund Manager: Daniel J. Lindquist, Jon Erickson David McGarel, RogerTestin, Stan Ueland, Chris Peterson, Erik Russo
Previous Symbol: TSE:SZ
Web: www.fieracapital.com
Phone: +1-514-9543300

Fund Focus

Asset Class: Equity
Benchmark: Nasdaq AlphaDEX Switzerland Index
Category: Broad Equity
Focus: Broad Equity
Development Level: Developed Markets
Region: Europe
Number of Holdings: 42

Fund Statistics

Assets Under Management: $123.24 million
Average Daily Volume: $14,417.70
Discount/Premium: 0.22%

Administrator, Advisor and Custodian

Administrator: Brown Brothers Harriman & Co.
Advisor: First Trust Advisors L.P.
Custodian: Brown Brothers Harriman & Co.
Distributor: First Trust Portfolios L.P.
Transfer Agent: Brown Brothers Harriman & Co.
Trustee: N/A
Lead Market Maker: Credit Suisse

Miscellaneous

Outstanding Shares: 85,690,000
Beta: 1.60
Creation Unit: 50,000
Creation Fee: $800.00

7 AI Stocks to Invest In: An Introduction to AI Investing For Self-Directed Investors

As the AI market heats up, investors who have a vision for artificial intelligence have the potential to see real returns. Learn about the industry as a whole as well as seven companies that are getting work done with the power of AI.

Get This Free Report

Ad Edge On The StreetRare Earth Elements: The Workhorse of The Tech RevolutionThey're the most underrated yet crucial elements of technology. From renewable energy to military defense, Rare Earths are essential pieces of modern technology. Global superpowers and savvy investors are quickly learning just how valuable they truly are.Read this free investor report to reveal who

Fiera Capital Expenses

Type	FSZ	Broad Equity ETFs	Equity ETFs	TSE ETFs	All ETFs
Management Fee	0.80%	0.52%	0.54%	0.65%	0.51%
Other Expenses	0.00%	0.53%	0.54%	0.14%	0.57%
Total Expense	0.80%	0.77%	0.70%	0.72%	0.70%
Fee Waiver	0.00%	-0.41%	-0.55%	-0.04%	-0.57%
Net Expense	0.80%	0.62%	0.60%	0.70%	0.57%

Fiera Capital (FSZ) Holdings & Exposure

Top 10 FSZ Holdings

Adecco Group AG
Holding Weight: 5.86%
Holcim Ltd
Holding Weight: 4.20%
BKW AG
Holding Weight: 4.19%
UBS Group AG
Holding Weight: 4.18%
Flughafen Zuerich AG
Holding Weight: 4.06%
VAT Group AG
Holding Weight: 4.00%
Swisscom AG
Holding Weight: 3.96%
The Swatch Group AG Bearer Shares
Holding Weight: 3.96%
Swiss Prime Site AG
Holding Weight: 3.77%
Bucher Industries AG
Holding Weight: 3.65%

FSZ Sector Exposure

FSZ Industry Exposure

Full Holdings Details

Key Executives

Mr. Jean-Guy Desjardins C.F.A. (Age 80)
C.M., L.SC. COMM., Chairman of the Board & Global CEO
Comp: $3.57M
Mr. Lucas Emilio Pontillo
Executive Director & Global CFO
Mr. Michael Quigley C.A.I.A.
C.F.A., Executive Vice President of Financial Intermediaries
Mr. Jean Michel C.F.A.
Executive Director, President & Chief Investment Officer of Fiera Public Markets

Insiders

Peter Stock
Sold 4,000 shares
Total: C$25,480.00 ($6.37/share)

FSZ ETF - Frequently Asked Questions

Should I buy or sell Fiera Capital stock right now?: 0 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Fiera Capital in the last year. There are currently for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" FSZ shares. View FSZ analyst ratings or view top-rated stocks.
What is Fiera Capital's stock price target for 2024?: 0 Wall Street research analysts have issued twelve-month target prices for Fiera Capital's shares. Their FSZ share price targets range from C$6.54 to C$6.54. On average, they anticipate the company's stock price to reach C$6.54 in the next year. View analysts price targets for FSZ or view top-rated stocks among Wall Street analysts.
How have FSZ shares performed in 2024?: Fiera Capital's stock was trading at C$6.09 on January 1st, 2024. Since then, FSZ stock has increased by 7.4% and is now trading at C$6.54. View the best growth stocks for 2024 here.
When is Fiera Capital's next earnings date?: The company is scheduled to release its next quarterly earnings announcement on Friday, February 23rd 2024. View our FSZ earnings forecast.
How were Fiera Capital's earnings last quarter?: Fiera Capital Co. (TSE:FSZ) announced its quarterly earnings results on Wednesday, November, 8th. The company reported $0.18 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.22 by $0.04. The company earned $158.74 million during the quarter, compared to the consensus estimate of $165.50 million. Fiera Capital had a trailing twelve-month return on equity of 8.15% and a net margin of 3.26%.
How often does Fiera Capital pay dividends? What is the dividend yield for Fiera Capital?: Fiera Capital declared a quarterly dividend on Wednesday, November 8th. Stockholders of record on Monday, November 20th will be paid a dividend of 0.215 per share on Monday, December 18th. This represents a $0.86 annualized dividend and a dividend yield of 13.15%. The ex-dividend date is Friday, November 17th. Read our dividend analysis for FSZ.

What does FSZ invest in?: Fiera Capital is a equity fund issued by First Trust. FSZ focuses on broad equity investments and follows the Nasdaq AlphaDEX Switzerland Index. The fund's investments total to approximately $123.24 million assets under management.
What is the management fee for Fiera Capital?: Fiera Capital's management fee is 0.80% and has no other recorded expenses or fee waivers. The net expense ratio for FSZ is 0.80%.
What other stocks do shareholders of Fiera Capital own?: Based on aggregate information from My MarketBeat watchlists, some companies that other Fiera Capital investors own include Intact Financial (IFC), Constellation Software (CSU), AutoCanada (ACQ), Alimentation Couche-Tard (ATD.B), AbbVie (ABBV), Vermilion Energy (VET), Open Text (OTEX), Rogers Communications (RCI) and Toronto-Dominion Bank (TD).
How do I buy shares of Fiera Capital?: Shares of FSZ stock and other Canadian stocks can be purchased through an online brokerage account. Popular online brokerages with access to the Canadian stock market include BMO InvestorLine, CIBC Investor's Edge, Desjardins Online Brokerage, HSBC InvestDirect, Laurentian Bank Discount Brokerage, National Bank Direct Brokerage, Qtrade Investor, Questrade, RBC Direct Investing, Scotia iTrade, TD Direct Investing, and Virtual Brokers.
Compare Top Brokerages Here.

As an enthusiast with deep knowledge in investment management and financial markets, I'll dive into the details of Fiera Capital Corporation and its related concepts used in the provided article.

Fiera Capital Corporation, listed as TSE:FSZ, is an employee-owned investment manager based in Montreal, Canada. The firm specializes in providing services to institutional investors, mutual funds, charitable organizations, and private clients. They manage separate client-focused portfolios in equity, fixed income, and balanced categories. Notably, the company also launches and manages mutual funds and income trusts for its clients.

Investment Approach:

Asset Focus: Fiera Capital invests in public equity and fixed income markets globally, with a specific focus on Canada.
Stock Selection: The firm employs a combination of fundamental and quantitative analysis for equity portfolios, utilizing a bottom-up stock picking approach.
Environmental, Social, and Governance (ESG): Fiera integrates ESG considerations into its investment approach and applies an ethical filter to its investments. They are committed to being fossil fuel-free.

Stock Performance and Dividends:

The article provides information on Fiera Capital's stock price history, insider buying, and a mention of a 17.3% dividend. Shareholders have experienced a 27% loss over the past five years.
There are references to recent stock prices and headlines discussing the strategic play of adding gold to the portfolio.

Fund Details (First Trust Switzerland AlphaDEX Fund - TSE:FSZ):

Fiera Capital manages the First Trust Switzerland AlphaDEX Fund, which focuses on broad equity investments following the Nasdaq AlphaDEX Switzerland Index.
The fund's assets under management are approximately $123.24 million, and it was launched on February 14, 2012.
Key fund statistics include information on the management team, benchmark indices, and sector exposure.

Financial Metrics and Ratios:

Financial metrics such as the management fee, total expenses, and net expense ratio for the First Trust Switzerland AlphaDEX Fund (FSZ) are provided. These details help investors understand the costs associated with investing in the fund.

Key Executives:

Information about key executives, including Chairman and Global CEO Jean-Guy Desjardins, is outlined.

Analyst Ratings and Stock Price Target:

The article mentions that Wall Street analysts recommend a "moderate buy" for FSZ shares. It also provides information on analysts' price targets for Fiera Capital's stock in 2024.

Dividend Information:

Fiera Capital declared a quarterly dividend on November 8th, with a dividend yield of 13.15%.

Earnings and Future Outlook:

Details about Fiera Capital's last quarterly earnings, including earnings per share, net margin, and return on equity, are provided. The next earnings announcement is scheduled for February 23rd, 2024.

How to Buy Fiera Capital Shares:

The article offers information on how to buy shares of Fiera Capital, mentioning online brokerage accounts and listing popular online brokerages.

In summary, Fiera Capital is a Canadian investment manager with a diverse range of services and a focus on ethical and ESG considerations. The provided details cover various aspects, including recent news, stock performance, fund details, financial metrics, and future outlook. Investors can use this comprehensive overview to make informed decisions about Fiera Capital and its associated investment opportunities.