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First Trust Europe AlphaDEX Fund

98 hedge funds and large institutions have $129M invested in First Trust Europe AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

2% more funds holding

Funds holding: 9698 (+2)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

3% more capital invested

Capital invested by funds: $125M → $129M (+$4.23M)

0.27% more ownership

Funds ownership: 60.47%60.74% (+0.27%)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
39
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.17M +$140K +3,697 +14%
OPS
27
Orion Portfolio Solutions
Nebraska
$1.17M +$140K +3,697 +14%
IA
28
IFP Advisors
Florida
$1.04M +$3.57K +94 +0.4%
SAM
29
SignalPoint Asset Management
Missouri
$985K -$140K -3,673 -13%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$950K -$56.3K -1,483 -6%
SCA
31
Snowden Capital Advisors
New York
$949K -$8.28K -218 -0.9%
AI
32
Atria Investments
North Carolina
$866K +$67.5K +1,778 +9%
GWP
33
Gateway Wealth Partners
Wisconsin
$774K +$33.2K +874 +5%
RFWA
34
RPg Family Wealth Advisory
Massachusetts
$763K -$6.61K -174 -0.9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$748K +$21K +553 +3%
BEI
36
Benjamin Edwards Inc
Missouri
$641K +$547K +14,401 +702%
IWM
37
Iams Wealth Management
Nebraska
$637K +$92.7K +2,440 +18%
KAS
38
Kestra Advisory Services
Texas
$607K -$96.6K -2,544 -14%
NW
39
NewEdge Wealth
Pennsylvania
$584K -$6.31K -166 -1%
PAS
40
Park Avenue Securities
New York
$575K -$27.4K -722 -5%
AFG
41
ABLE Financial Group
Arizona
$565K +$684 +18 +0.1%
DADC
42
D.A. Davidson & Co
Montana
$447K -$342 -9 -0.1%
1W
43
1776 Wealth
Georgia
$439K -$52.3K -1,378 -11%
CIA
44
Concurrent Investment Advisors
Florida
$429K +$17.6K +464 +4%
Stifel Financial
45
Stifel Financial
Missouri
$414K -$12.6K -332 -3%
PA
46
PFG Advisors
Arizona
$414K +$43K +1,131 +12%
HA
47
HFG Advisors
Ohio
$388K -$57K -1,500 -13%
SA
48
Sanctuary Advisors
Indiana
$344K +$50.5K +1,330 +16%
GM
49
GeoWealth Management
Illinois
$335K +$21.3K +561 +7%
TWM
50
TCFG Wealth Management
California
$335K +$327K +8,605 New

FEP Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q3 2024, worth a combined $129M — up 3.4% from $125M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEP positions and 6 closed out — a net gain of 3 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $547K. The largest seller was Morgan Stanley, cutting an estimated $1.92M.

  • 98 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $129M of First Trust Europe AlphaDEX Fund stock for Q3 2024, up 3.4% quarter-over-quarter.
  • 9 funds opened new First Trust Europe AlphaDEX Fund positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $547K added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q3 2024 was Morgan Stanley, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2024.