First Trust Europe AlphaDEX Fund
FEP
101 hedge funds and large institutions have $133M invested in First Trust Europe AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
2% more funds holding
Funds holding: 99 → 101 (+2)
0.5% less ownership
Funds ownership: 63.18% → 62.69% (-0.5%)
6% less capital invested
Capital invested by funds: $141M → $133M (-$7.97M)
16% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$893K |
| 3 |
AssetMark Inc
Concord,
California
|
+$709K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$497K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.36M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.49M |
| 5 |
DF
Dunhill Financial
London,
United Kingdom
|
-$1.39M |
FEP Hedge Fund Activity: Q1 2024 in Review
101 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Europe AlphaDEX Fund (FEP) for Q1 2024, worth a combined $133M — down 5.7% from $141M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FEP positions and 4 closed out — a net gain of 3 holders — while 36 added to existing stakes and 43 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.7M. The largest seller was Morgan Stanley, cutting an estimated $6.36M.
- 101 institutional investors held First Trust Europe AlphaDEX Fund (FEP) as of Q1 2024, up from 99 in Q4 2023.
- Funds reported $133M of First Trust Europe AlphaDEX Fund stock for Q1 2024, down 5.7% quarter-over-quarter.
- 7 funds opened new First Trust Europe AlphaDEX Fund positions in Q1 2024 and 4 closed out, a net change of +3 holders.
- The largest First Trust Europe AlphaDEX Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.7M added.
- The largest First Trust Europe AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.36M sold.
Based on aggregated 13F filings for Q1 2024.