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First Trust Europe AlphaDEX Fund

94 hedge funds and large institutions have $160M invested in First Trust Europe AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.76% more ownership

Funds ownership: 59.17%61.94% (+2.8%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4% less capital invested

Capital invested by funds: $167M → $160M (-$6.99M)

6% less funds holding

Funds holding: 10094 (-6)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
35
Reduced
32
Closed
16
Calls
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$842K -$765 -22 -0.1%
MML Investors Services
27
MML Investors Services
Massachusetts
$824K +$76.6K +2,201 +10%
Jane Street
28
Jane Street
New York
$804K -$9.5M -273,104 -92%
AWS
29
Atria Wealth Solutions
New York
$759K +$31.8K +915 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$744K -$1.05M -30,166 -58%
RJA
31
Raymond James & Associates
Florida
$703K -$382K -10,992 -35%
Stifel Financial
32
Stifel Financial
Missouri
$682K -$22.1K -636 -3%
KAS
33
Kestra Advisory Services
Texas
$595K +$7.13K +205 +1%
NW
34
NewEdge Wealth
Pennsylvania
$564K +$310K +8,922 +120%
RFWA
35
RPg Family Wealth Advisory
Massachusetts
$552K -$20.1K -578 -3%
DADC
36
D.A. Davidson & Co
Montana
$537K -$118K -3,397 -18%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$501K -$65.2K -1,875 -11%
KA
38
Kovack Advisors
Florida
$475K
CA
39
Cetera Advisors
Colorado
$474K -$31.4K -903 -6%
HA
40
HFG Advisors
Ohio
$464K
1W
41
1776 Wealth
Georgia
$463K -$77.7K -2,234 -14%
AssetMark Inc
42
AssetMark Inc
California
$455K +$460K +13,231 New
BCI
43
Brinker Capital Investments
Pennsylvania
$441K +$178K +5,129 +67%
OPS
44
Orion Portfolio Solutions
Nebraska
$441K +$178K +5,129 +67%
GWP
45
Gateway Wealth Partners
Wisconsin
$361K +$146K +4,191 +67%
LFAS
46
Level Four Advisory Services
Texas
$356K +$69.1K +1,987 +24%
PAS
47
Park Avenue Securities
New York
$354K +$357K +10,271 New
OFS
48
OneAscent Financial Services
Alabama
$335K +$104K +2,989 +44%
AFG
49
ABLE Financial Group
Arizona
$334K +$37.8K +1,087 +13%
PA
50
PFG Advisors
Arizona
$327K +$10.5K +301 +3%

FEP Hedge Fund Activity: Q2 2023 in Review

94 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q2 2023, worth a combined $160M — down 4.2% from $167M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FEP and 12 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 35 added.

The largest buyer was Envestnet Asset Management, adding an estimated $861K. The largest seller was Jane Street, cutting an estimated $9.5M.

  • 94 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q2 2023, down from 100 in Q1 2023.
  • Funds reported $160M of First Trust Europe AlphaDEX Fund stock for Q2 2023, down 4.2% quarter-over-quarter.
  • 12 funds opened new First Trust Europe AlphaDEX Fund positions in Q2 2023 and 16 closed out, a net change of -4 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q2 2023 was Envestnet Asset Management, an estimated $861K added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q2 2023 was Jane Street, an estimated $9.5M sold.

Based on aggregated 13F filings for Q2 2023.