First Trust Europe AlphaDEX Fund
FEP
105 hedge funds and large institutions have $357M invested in First Trust Europe AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 13 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
10% more capital invested
Capital invested by funds: $324M → $357M (+$33.6M)
4% more funds holding
Funds holding: 101 → 105 (+4)
1.53% more ownership
Funds ownership: 60.95% → 62.48% (+1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.09M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.13M |
| 3 |
Morgan Stanley
New York
|
+$6.03M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.17M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$6.55M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.56M |
| 5 |
EH
Equitable Holdings
New York
|
-$988K |
FEP Hedge Fund Activity: Q4 2021 in Review
105 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q4 2021, worth a combined $357M — up 10% from $324M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FEP positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 26 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.09M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $6.55M sold.
- 105 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q4 2021, up from 101 in Q3 2021.
- Funds reported $357M of First Trust Europe AlphaDEX Fund stock for Q4 2021, up 10% quarter-over-quarter.
- 20 funds opened new First Trust Europe AlphaDEX Fund positions in Q4 2021 and 13 closed out, a net change of +7 holders.
- The largest First Trust Europe AlphaDEX Fund buyer in Q4 2021 was Citadel Advisors, an estimated $7.09M added.
- The largest First Trust Europe AlphaDEX Fund seller in Q4 2021 was Sterling Manor Financial, an estimated $6.55M sold.
Based on aggregated 13F filings for Q4 2021.