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First Trust Europe AlphaDEX Fund

98 hedge funds and large institutions have $148M invested in First Trust Europe AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $113M → $148M (+$34.8M)

4.52% more ownership

Funds ownership: 61.36%65.88% (+4.5%)

7% less funds holding

Funds holding: 10598 (-7)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
98
Holders Change
-7
Holders Change %
-6.67%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.26M -$22.4K -571 -2%
OPS
27
Orion Portfolio Solutions
Nebraska
$1.26M -$22.4K -571 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.18M -$198K -5,042 -15%
IA
29
IFP Advisors
Florida
$1.07M -$96.5K -2,463 -9%
GWP
30
Gateway Wealth Partners
Wisconsin
$1.03M +$156K +3,988 +19%
AI
31
Atria Investments
North Carolina
$998K -$71K -1,813 -7%
SCA
32
Snowden Capital Advisors
New York
$970K +$8.19K +209 +0.9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$923K -$1.51M -38,625 -63%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$902K -$91.9K -2,346 -10%
AWS
35
Atria Wealth Solutions
New York
$833K -$68.7K -1,753 -8%
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$806K -$2.39K -61 -0.3%
OFS
37
OneAscent Financial Services
Alabama
$788K -$39.8K -1,015 -5%
PAS
38
Park Avenue Securities
New York
$770K +$90.4K +2,308 +14%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$737K -$47.5K -1,213 -6%
PA
40
PFG Advisors
Arizona
$715K -$262K -6,687 -28%
NAS
41
NWF Advisory Services
California
$687K +$659K +16,830 New
IWM
42
Iams Wealth Management
Nebraska
$634K -$51.2K -1,307 -8%
AFG
43
ABLE Financial Group
Arizona
$588K -$4.7K -120 -0.8%
Stifel Financial
44
Stifel Financial
Missouri
$587K +$157K +4,019 +39%
NW
45
NewEdge Wealth
Pennsylvania
$580K -$32.2K -823 -5%
KAS
46
Kestra Advisory Services
Texas
$563K -$76.6K -1,954 -12%
DADC
47
D.A. Davidson & Co
Montana
$432K +$4.7K +120 +1%
1W
48
1776 Wealth
Georgia
$431K -$2.12K -54 -0.5%
HA
49
HFG Advisors
Ohio
$407K
LSIA
50
LaSalle St. Investment Advisors
Illinois
$395K +$196 +5 +0.1%

FEP Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q1 2025, worth a combined $148M — up 31% from $113M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FEP and 11 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $8.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 98 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q1 2025, down from 105 in Q4 2024.
  • Funds reported $148M of First Trust Europe AlphaDEX Fund stock for Q1 2025, up 31% quarter-over-quarter.
  • 11 funds opened new First Trust Europe AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of -3 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $8.5M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q1 2025 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2025.