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First Trust Europe AlphaDEX Fund

98 hedge funds and large institutions have $148M invested in First Trust Europe AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $113M → $148M (+$34.8M)

4.52% more ownership

Funds ownership: 61.36%65.88% (+4.5%)

7% less funds holding

Funds holding: 10598 (-7)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

Holders
98
Holders Change
-7
Holders Change %
-6.67%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$77K
Citigroup
77
Citigroup
New York
$59.7K +$196 +5 +0.3%
SWM
78
Spire Wealth Management
Virginia
$54.5K
JP Morgan Chase
79
JP Morgan Chase
New York
$53.1K -$196 -5 -0.4%
SPIA
80
Steward Partners Investment Advisory
New York
$42.1K
RF
81
Rossby Financial
Florida
$40.5K +$37.2K +949 New
OP
82
ORG Partners
Indiana
$32.8K +$31.3K +800 New
DFA
83
DHJJ Financial Advisors
Illinois
$32.7K
PB
84
Pinnacle Bancorp
Nebraska
$20.4K
CA
85
CoreCap Advisors
Michigan
$16.5K -$9.8K -250 -38%
SWA
86
SOA Wealth Advisors
New York
$14.3K +$39 +1 +0.3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$11.3K -$14.9K -380 -58%
GI
88
GAMMA Investing
California
$11.2K -$14.4K -367 -57%
SS
89
Sunbelt Securities
Texas
$8.8K -$2.94K -75 -26%
LC
90
Luminist Capital
Michigan
$8.33K
SVCP
91
Silicon Valley Capital Partners
California
$5.65K
GWSG
92
GPS Wealth Strategies Group
Colorado
$4.66K
PA
93
PSI Advisors
Florida
$4.37K
ANBT
94
American National Bank & Trust
Texas
$4.12K +$3.96K +101 New
T
95
Transce3nd
Texas
$4.08K +$392 +10 +11%
NS
96
NBC Securities
Alabama
$2K +$2.63K +67 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1.33K -$1.06K -27 -45%
TRCT
98
Tower Research Capital (TRC)
New York
$82
FTUS
99
Flow Traders U.S.
New York
-$1.3M -36,340 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-$907K -25,329 Closed

FEP Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q1 2025, worth a combined $148M — up 31% from $113M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FEP and 11 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $8.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.51M.

  • 98 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q1 2025, down from 105 in Q4 2024.
  • Funds reported $148M of First Trust Europe AlphaDEX Fund stock for Q1 2025, up 31% quarter-over-quarter.
  • 11 funds opened new First Trust Europe AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of -3 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $8.5M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q1 2025 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2025.