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First Trust Europe AlphaDEX Fund
FEP

Overview Fund Activity

93 hedge funds and large institutions have $159M 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, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.47%
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
31
Closed
16
Calls
–
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
AssetMark Inc
3
AssetMark Inc
California
$455K
4
LPL Financial
4
LPL Financial
California
$9.41M
5
PAS
5
Park Avenue Securities
New York
$354K

Top Sellers

1
Jane Street
1
Jane Street
New York
$804K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$744K
3
Morgan Stanley
3
Morgan Stanley
New York
$32.4M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Virtue Capital Management
Tennessee
$302K -$8.63K -253 -3%
PPP
52
Private Portfolio Partners
New Jersey
$290K +$1.65K +48 +0.6%
HI
53
Harbour Investments
Wisconsin
$287K +$53.6K +1,558 +23%
EH
54
Equitable Holdings
New York
$282K +$282K +8,180 New
GIA
55
Gladstone Institutional Advisory
Florida
$264K +$58.7K +1,704 +29%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$259K +$259K +7,536 New
CBFP
57
Cedar Brook Financial Partners
Ohio
$229K +$172 +5 +0.1%
IWM
58
IHT Wealth Management
Illinois
$224K +$224K +6,513 New
MA
59
Mutual Advisors
Nebraska
$213K – – –
SWP
60
Stratos Wealth Partners
Ohio
$211K +$211K +6,138 New
SB
61
Strategic Blueprint
Georgia
$210K – – –
RA
62
RFG Advisory
Alabama
$203K +$2.96K +86 +1%
WAM
63
Walker Asset Management
Missouri
$203K -$4.48K -130 -2%
AWM
64
Avior Wealth Management
Nebraska
$184K -$64.7K -1,881 -26%
PTC
65
Private Trust Company
Ohio
$153K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$138K -$60.4K -1,755 -30%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$125K -$75.7K -2,199 -38%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$80.9K +$80.9K +2,260 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$65K – – –
BEI
70
Benjamin Edwards Inc
Missouri
$61K +$3.53K +102 +6%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$58.6K +$37.7K +1,096 +181%
SPIA
72
Steward Partners Investment Advisory
New York
$52.8K – – –
SWM
73
Spire Wealth Management
Virginia
$52.7K -$2.03K -59 -4%
IAS
74
IMA Advisory Services
Colorado
$48.3K – – –
Citigroup
75
Citigroup
New York
$47.6K +$5.99K +174 +14%
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3
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