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First Trust Europe AlphaDEX Fund
FEP

91 hedge funds and large institutions have $179M invested in First Trust Europe AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $140M → $179M (+$38.6M)

12.26% more ownership

Funds ownership: 58.27% → 70.53% (+12%)

11% more funds holding

Funds holding: 82 → 91 (+9)

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
18
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$31.9M
2
Wells Fargo
Wells Fargo
California
+$3.47M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.33M
4
IAIM
International Assets Investment Management
Florida
+$697K
5
UBS Group
UBS Group
Switzerland
+$382K

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$9.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.23M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.03M
4
Morgan Stanley
Morgan Stanley
New York
-$2.11M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$277K -$51.7K -1,703 -17%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$258K +$243K +8,009 New
TCFP
53
Treasure Coast Financial Planning
Florida
$251K -$27K -890 -10%
IA
54
IFG Advisory
Georgia
$242K -$87.2K -2,875 -28%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$228K -$4.23M -139,377 -95%
CBFP
56
Cedar Brook Financial Partners
Ohio
$226K +$213K +7,028 New
Cerity Partners
57
Cerity Partners
New York
$223K +$210K +6,927 New
SOS
58
Silver Oak Securities
Tennessee
$221K +$209K +6,883 New
SB
59
Strategic Blueprint
Georgia
$217K -$39.7K -1,308 -16%
PFA
60
Pinnacle Family Advisors
Missouri
$212K -$99.6K -3,282 -33%
IFG
61
Independent Financial Group
California
$212K +$199K +6,574 New
PGWM
62
Pitti Group Wealth Management
New York
$208K +$196K +6,453 New
RA
63
RFG Advisory
Alabama
$208K +$176K +5,792 New
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$205K -$96.2K -3,169 -33%
SCFS
65
S.C. Financial Services
Arizona
$204K -$138K -4,550 -42%
GVAG
66
Great Valley Advisor Group
Delaware
$203K +$191K +6,305 New
US Bancorp
67
US Bancorp
Minnesota
$197K +$16.7K +550 +10%
CFGS
68
Concourse Financial Group Securities
Alabama
$187K -$14.4K -473 -8%
HIA
69
Harbor Investment Advisory
Maryland
$91.7K – – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$71K +$31K +1,023 +84%
BEI
71
Benjamin Edwards Inc
Missouri
$63K -$2.82K -93 -5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$60K -$7.19K -237 -11%
SPIA
73
Steward Partners Investment Advisory
New York
$49.4K – – –
MCC
74
Money Concepts Capital
Florida
$45.9K -$425 -14 -1%
IAS
75
IMA Advisory Services
Colorado
$45.1K -$34.6K -1,139 -45%
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FEP Hedge Fund Activity: Q4 2022 in Review

91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q4 2022, worth a combined $179M — up 27% from $140M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FEP positions and 9 closed out — a net gain of 11 holders — while 18 added to existing stakes and 45 trimmed.

The largest buyer was Jane Street, adding an estimated $31.9M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $9.31M.

  • 91 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $179M of First Trust Europe AlphaDEX Fund stock for Q4 2022, up 27% quarter-over-quarter.
  • 20 funds opened new First Trust Europe AlphaDEX Fund positions in Q4 2022 and 9 closed out, a net change of +11 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q4 2022 was Jane Street, an estimated $31.9M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q4 2022 was Legacy Capital Wealth Partners, an estimated $9.31M sold.

Based on aggregated 13F filings for Q4 2022.