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First Trust Europe AlphaDEX Fund
FEP

105 hedge funds and large institutions have $113M invested in First Trust Europe AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

7% more funds holding

Funds holding: 98 → 105 (+7)

0.62% more ownership

Funds ownership: 60.74% → 61.36% (+0.62%)

12% less capital invested

Capital invested by funds: $129M → $113M (-$15.6M)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
41
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$1.35M
2
Citadel Advisors
Citadel Advisors
Florida
+$942K
3
OFS
OneAscent Financial Services
Alabama
+$756K
4
AssetMark Inc
AssetMark Inc
California
+$615K
5
PA
PFG Advisors
Arizona
+$505K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.18M
2
Morgan Stanley
Morgan Stanley
New York
-$1.64M
3
Osaic Holdings
Osaic Holdings
Arizona
-$789K
4
Jane Street
Jane Street
New York
-$630K
5
LPL Financial
LPL Financial
California
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
101
New Wave Wealth Advisors
Arkansas
$1.36K +$1.41K +38 New
GWM
102
Geneos Wealth Management
Colorado
$1.32K -$149 -4 -10%
KIM
103
Kestra Investment Management
Texas
$1.17K +$1.23K +33 New
CAWM
104
Capital A Wealth Management
Pennsylvania
$895 +$930 +25 New
TRCT
105
Tower Research Capital (TRC)
New York
$72 -$1.41K -38 -95%
GM
106
GeoWealth Management
Illinois
– -$335K -8,610 Closed
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
– -$321K -8,244 Closed
TCFP
108
Treasure Coast Financial Planning
Florida
– -$292K -7,494 Closed
SG
109
StoneX Group
New York
– -$281K -7,210 Closed
SWP
110
Stratos Wealth Partners
Ohio
– -$242K -6,210 Closed
HighTower Advisors
111
HighTower Advisors
Illinois
– -$210K -5,413 Closed
SB
112
Strategic Blueprint
Georgia
– -$210K -5,389 Closed
WAM
113
Walker Asset Management
Missouri
– -$203K -5,214 Closed
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
– -$10K -254 Closed
NS
115
NBC Securities
Alabama
– -$2K -67 Closed
1 2 3 4
5

FEP Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q4 2024, worth a combined $113M — down 12% from $129M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FEP positions and 10 closed out — a net gain of 9 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $6.18M.

  • 105 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $113M of First Trust Europe AlphaDEX Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 19 funds opened new First Trust Europe AlphaDEX Fund positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest First Trust Europe AlphaDEX Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $1.35M added.
  • The largest First Trust Europe AlphaDEX Fund seller in Q4 2024 was Wells Fargo, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2024.