First Trust Eurozone AlphaDEX
FEUZ
26 hedge funds and large institutions have $34.3M invested in First Trust Eurozone AlphaDEX in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.
5% more capital invested
Capital invested by funds: $32.6M → $34.3M (+$1.69M)
1.5% more ownership
Funds ownership: 65.86% → 67.36% (+1.5%)
7% less funds holding
Funds holding: 28 → 26 (-2)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.92M |
| 2 |
Jane Street
New York
|
+$403K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$328K |
| 4 |
Citigroup
New York
|
+$267K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.56M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$807K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$797K |
| 4 |
Morgan Stanley
New York
|
-$776K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$487K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
|
DADC
27
D.A. Davidson & Co
Great Falls,
Montana
| – | -$1.56M | -45,613 | Closed |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$807K | -23,617 | Closed |
|
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$797K | -23,316 | Closed |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| – | -$75K | -2,198 | Closed |
|
|
ZIG
31
Zurich Insurance Group
Zurich,
Switzerland
| – | -$70K | -2,050 | Closed |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| – | -$6K | -200 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$3K | -102 | Closed |
|
FEUZ Hedge Fund Activity: Q1 2019 in Review
26 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q1 2019, worth a combined $34.3M — up 5.2% from $32.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FEUZ and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.92M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $1.56M sold.
- 26 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q1 2019, down from 28 in Q4 2018.
- Funds reported $34.3M of First Trust Eurozone AlphaDEX stock for Q1 2019, up 5.2% quarter-over-quarter.
- 5 funds opened new First Trust Eurozone AlphaDEX positions in Q1 2019 and 7 closed out, a net change of -2 holders.
- The largest First Trust Eurozone AlphaDEX buyer in Q1 2019 was Commonwealth Equity Services, an estimated $1.92M added.
- The largest First Trust Eurozone AlphaDEX seller in Q1 2019 was D.A. Davidson & Co, an estimated $1.56M sold.
Based on aggregated 13F filings for Q1 2019.