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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
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$2.01K +53 +0.6%
EH
52
Equitable Holdings
New York
$315K
RFG
53
REAP Financial Group
Texas
$301K -$20.2K -533 -6%
PPP
54
Private Portfolio Partners
New Jersey
$300K -$18.8K -495 -6%
TCFP
55
Treasure Coast Financial Planning
Florida
$292K
SG
56
StoneX Group
New York
$281K +$274K +7,210 New
SEIA
57
Signature Estate & Investment Advisors
California
$279K +$2.01K +53 +0.7%
RA
58
RFG Advisory
Alabama
$269K +$15.7K +414 +6%
FPWM
59
FSB Premier Wealth Management
Iowa
$264K +$49.3K +1,298 +24%
GVAG
60
Great Valley Advisor Group
Delaware
$251K +$20.4K +536 +9%
MA
61
Mutual Advisors
Nebraska
$242K +$8.21K +216 +3%
SWP
62
Stratos Wealth Partners
Ohio
$242K -$5.24K -138 -2%
IFG
63
Independent Financial Group
California
$239K +$8.78K +231 +4%
DF
64
Dunhill Financial
United Kingdom
$236K -$184K -4,845 -44%
HI
65
Harbour Investments
Wisconsin
$222K -$14.9K -391 -6%
HighTower Advisors
66
HighTower Advisors
Illinois
$210K +$206K +5,413 New
SB
67
Strategic Blueprint
Georgia
$210K -$3.38K -89 -2%
PFA
68
Pinnacle Family Advisors
Missouri
$209K +$204K +5,373 New
PVI
69
Pine Valley Investments
New Jersey
$209K +$204K +5,363 New
KPWS
70
Kestra Private Wealth Services
Texas
$208K +$203K +5,354 New
WAM
71
Walker Asset Management
Missouri
$203K +$198K +5,214 New
GRP
72
Global Retirement Partners
California
$175K -$456 -12 -0.3%
CFGS
73
Concourse Financial Group Securities
Alabama
$140K -$1.1K -29 -0.8%
Comerica Bank
74
Comerica Bank
Texas
$97.5K -$3.57K -94 -4%
PS
75
Principal Securities
Iowa
$91.4K -$70.3K -1,851 -44%

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.