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First Trust Europe AlphaDEX Fund
FEP

Overview Fund Activity

97 hedge funds and large institutions have $170M invested in First Trust Europe AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
29
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60M
2
Jane Street
2
Jane Street
New York
$6.25M
3
FTUS
3
Flow Traders U.S.
New York
$1.38M
4
OMC
4
Old Mission Capital
Illinois
$1.95M
5
CAS
5
Coppell Advisory Solutions
Texas
$2.83M

Top Sellers

1
DF
1
Dunhill Financial
United Kingdom
$1.97M
2
Wells Fargo
2
Wells Fargo
California
$10.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.33M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.33M
5
KPWS
5
Kestra Private Wealth Services
Texas
$293K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$68K -$2.46K -68 -3%
Citigroup
77
Citigroup
New York
$50.2K – – –
SWM
78
Spire Wealth Management
Virginia
$49.5K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$47.4K -$4.36K -120 -8%
SPIA
80
Steward Partners Investment Advisory
New York
$45.6K -$10.2K -280 -18%
AA
81
AlphaMark Advisors
Kentucky
$39K -$7.37K -205 -16%
DFA
82
DHJJ Financial Advisors
Illinois
$32.3K – – –
PB
83
Pinnacle Bancorp
Nebraska
$18.2K +$18.2K +500 New
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$16.7K – – –
FGAM
85
Financial Gravity Asset Management
Texas
$14.6K +$14.4K +398 +6,633%
SWA
86
SOA Wealth Advisors
New York
$12K +$36 +1 +0.3%
IGWM
87
ICA Group Wealth Management
Colorado
$11.7K +$11.7K +321 New
TAM
88
Tucker Asset Management
Colorado
$10.3K -$6.65K -183 -39%
SS
89
Sunbelt Securities
Texas
$10.1K -$25.3K -696 -71%
GWSG
90
GPS Wealth Strategies Group
Colorado
$7.95K – – –
SVCP
91
Silicon Valley Capital Partners
California
$4.73K – – –
FFA
92
Farther Finance Advisors
California
$4.1K – – –
NS
93
NBC Securities
Alabama
$4K -$975 -29 -20%
RIM
94
Rockbridge Investment Management
New York
$2.14K +$2.14K +59 New
CFD
95
Creative Financial Designs
Indiana
$1.53K – – –
US Bancorp
96
US Bancorp
Minnesota
$508 -$23.9K -658 -98%
TRCT
97
Tower Research Capital (TRC)
New York
$73 -$16.2K -443 -100%
RFWA
98
RPg Family Wealth Advisory
Massachusetts
– -$521K -15,780 Closed
WC
99
Waterloo Capital
Texas
– -$354K -10,729 Closed
LFAS
100
Level Four Advisory Services
Texas
– -$236K -7,162 Closed
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4
5