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First Trust Europe AlphaDEX Fund

99 hedge funds and large institutions have $335M invested in First Trust Europe AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $283M → $335M (+$51.5M)

9% more funds holding

Funds holding: 9199 (+8)

2% more ownership

Funds ownership: 64.59%66.59% (+2%)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
36
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
51
Southland Equity Partners
Missouri
$331K -$38.4K -966 -11%
FHC
52
First Heartland Consultants
Missouri
$316K -$3.62K -91 -1%
PFA
53
Pinnacle Family Advisors
Missouri
$302K +$61.9K +1,557 +27%
IA
54
IFG Advisory
Georgia
$293K +$287K +7,225 New
Truist Financial
55
Truist Financial
North Carolina
$281K -$158K -3,966 -36%
CA
56
Cetera Advisors
Colorado
$277K +$271K +6,819 New
CA
57
Calton & Associates
Florida
$274K +$2.38K +60 +0.9%
CBFP
58
Cedar Brook Financial Partners
Ohio
$267K +$3.1K +78 +1%
HA
59
HYA Advisors
Missouri
$262K +$835 +21 +0.3%
Citigroup
60
Citigroup
New York
$254K -$45.6K -1,147 -16%
FFS
61
Founders Financial Securities
Maryland
$251K -$954 -24 -0.4%
HI
62
Horizon Investments
North Carolina
$251K +$245K +6,167 New
VSWA
63
Vontobel Swiss Wealth Advisors
Switzerland
$244K -$36.5K -918 -13%
US Bancorp
64
US Bancorp
Minnesota
$220K +$25.3K +637 +13%
FIM
65
Freedom Investment Management
Connecticut
$218K -$258K -6,482 -55%
AIC
66
Ameritas Investment Company
Nebraska
$172K +$168K +4,224 New
BEI
67
Benjamin Edwards Inc
Missouri
$152K +$2.62K +66 +2%
SFS
68
Sowell Financial Services
Arkansas
$134K -$15.1K -380 -11%
HIA
69
Harbor Investment Advisory
Maryland
$116K
IAS
70
IMA Advisory Services
Colorado
$115K
MCC
71
Money Concepts Capital
Florida
$95K +$93.3K +2,347 New
EP
72
Eudaimonia Partners
Tennessee
$91K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$71K +$199 +5 +0.3%
NFG
74
Next Financial Group
Texas
$69K +$1.15K +29 +2%
AWA
75
Arkadios Wealth Advisors
Georgia
$62K +$60.9K +1,533 New

FEP Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q1 2021, worth a combined $335M — up 18% from $283M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FEP positions and 9 closed out — a net gain of 10 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Arvest Bank Trust Division, adding an estimated $14.5M. The largest seller was Brinker Capital Investments, cutting an estimated $3.1M.

  • 99 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q1 2021, up from 91 in Q4 2020.
  • Funds reported $335M of First Trust Europe AlphaDEX Fund stock for Q1 2021, up 18% quarter-over-quarter.
  • 19 funds opened new First Trust Europe AlphaDEX Fund positions in Q1 2021 and 9 closed out, a net change of +10 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q1 2021 was Arvest Bank Trust Division, an estimated $14.5M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q1 2021 was Brinker Capital Investments, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2021.