First Trust Eurozone AlphaDEX
FEUZ
12 hedge funds and large institutions have $4.31M invested in First Trust Eurozone AlphaDEX in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
13% more capital invested
Capital invested by funds: $3.82M → $4.31M (+$490K)
1.96% more ownership
Funds ownership: 58.66% → 60.62% (+2%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$576K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$310K |
| 3 |
Morgan Stanley
New York
|
+$35.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.5K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$12.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$436K |
| 2 |
Jane Street
New York
|
-$311K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$36.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.3K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.72M | +$310K | +9,067 | +23% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $639K | -$36.5K | -1,068 | -6% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $597K | +$576K | +16,850 | New |
|
4
JP Morgan Chase
New York
| $502K | -$6.08K | -178 | -1% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $427K | -$20.3K | -595 | -5% |
|
|
6
Morgan Stanley
New York
| $279K | +$35.9K | +1,052 | +15% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $60K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $38K | +$35.5K | +1,039 | +4,517% |
|
|
IWM
9
IHT Wealth Management
Chicago,
Illinois
| $21K | -$436K | -12,773 | -97% |
|
|
BWM
10
Baystate Wealth Management
Boston,
Massachusetts
| $13K | +$12.2K | +357 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$34 | +1 | +0.3% |
|
|
GI
12
Gradient Investments
Arden Hills,
Minnesota
| $5K | – | – | – |
|
|
13
Jane Street
New York
| – | -$311K | -9,536 | Closed |
|
|
14
Creative Planning
Overland Park,
Kansas
| – | -$10K | -300 | Closed |
|
FEUZ Hedge Fund Activity: Q1 2017 in Review
12 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q1 2017, worth a combined $4.31M — up 13% from $3.82M a quarter earlier.
Fund positioning in FEUZ was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $576K. The largest seller was IHT Wealth Management, cutting an estimated $436K.
- 12 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $4.31M of First Trust Eurozone AlphaDEX stock for Q1 2017, up 13% quarter-over-quarter.
- 2 funds opened new First Trust Eurozone AlphaDEX positions in Q1 2017 and 2 closed out, a net change of 0 holders.
- The largest First Trust Eurozone AlphaDEX buyer in Q1 2017 was Janney Montgomery Scott, an estimated $576K added.
- The largest First Trust Eurozone AlphaDEX seller in Q1 2017 was IHT Wealth Management, an estimated $436K sold.
Based on aggregated 13F filings for Q1 2017.