First Trust Europe AlphaDEX Fund
FEP
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.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
2% more funds holding
Funds holding: 96 → 98 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$547K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$517K |
| 3 |
LPL Financial
San Diego,
California
|
+$438K |
| 4 |
AssetMark Inc
Concord,
California
|
+$401K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.92M |
| 2 |
Jane Street
New York
|
-$1.73M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$752K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$600K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
101
IFG Advisory
Atlanta,
Georgia
| – | -$228K | -6,190 | Closed |
|
|
ATPW
102
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$32.6K | -886 | Closed |
|
|
IAIM
103
International Assets Investment Management
Orlando,
Florida
| – | -$18.6K | -505 | Closed |
|
104
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3.57K | -97 | Closed |
|
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.