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First Trust Eurozone AlphaDEX
FEUZ

16 hedge funds and large institutions have $8.68M invested in First Trust Eurozone AlphaDEX in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

58% more capital invested

Capital invested by funds: $5.5M → $8.68M (+$3.18M)

14% more funds holding

Funds holding: 14 → 16 (+2)

3.78% more ownership

Funds ownership: 47.3% → 51.08% (+3.8%)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$639K
2
Morgan Stanley
Morgan Stanley
New York
+$574K
3
RJA
Raymond James & Associates
Florida
+$452K
4
IWM
IHT Wealth Management
Illinois
+$384K
5
Jane Street
Jane Street
New York
+$295K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$229K
2
JP Morgan Chase
JP Morgan Chase
New York
-$68.6K
3
BWM
Baystate Wealth Management
Massachusetts
-$41
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.86M +$639K +15,585 +55%
Morgan Stanley
2
Morgan Stanley
New York
$1.6M +$574K +13,995 +59%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.26M +$39K +950 +3%
Jane Street
4
Jane Street
New York
$1.03M +$295K +7,195 +42%
JP Morgan Chase
5
JP Morgan Chase
New York
$534K -$68.6K -1,672 -12%
RJA
6
Raymond James & Associates
Florida
$469K +$452K +11,035 New
LPL Financial
7
LPL Financial
California
$442K +$177K +4,308 +71%
IWM
8
IHT Wealth Management
Illinois
$405K +$384K +9,370 +4,805%
NWP
9
Northstar Wealth Partners
Connecticut
$338K +$15.6K +380 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$303K +$292K +7,125 New
MML Investors Services
11
MML Investors Services
Massachusetts
$211K +$204K +4,964 New
AG
12
Advisor Group
Arizona
$100K +$97.3K +2,373 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$72K – – –
UBS Group
14
UBS Group
Switzerland
$28K +$7.83K +191 +41%
BWM
15
Baystate Wealth Management
Massachusetts
$15K -$41 -1 -0.3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$14K +$41 +1 +0.3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– -$229K -5,902 Closed

FEUZ Hedge Fund Activity: Q3 2017 in Review

16 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q3 2017, worth a combined $8.68M — up 58% from $5.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FEUZ positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $639K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $229K sold.

  • 16 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q3 2017, up from 14 in Q2 2017.
  • Funds reported $8.68M of First Trust Eurozone AlphaDEX stock for Q3 2017, up 58% quarter-over-quarter.
  • 4 funds opened new First Trust Eurozone AlphaDEX positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q3 2017 was Bank of America, an estimated $639K added.
  • The largest First Trust Eurozone AlphaDEX seller in Q3 2017 was Susquehanna International Group, an estimated $229K sold.

Based on aggregated 13F filings for Q3 2017.