First Trust Eurozone AlphaDEX
FEUZ
24 hedge funds and large institutions have $36.8M invested in First Trust Eurozone AlphaDEX in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
131% more capital invested
Capital invested by funds: $15.9M → $36.8M (+$20.8M)
29.42% more ownership
Funds ownership: 23.36% → 52.78% (+29%)
20% more funds holding
Funds holding: 20 → 24 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.1M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.37M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.25M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$560K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$282K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$53K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.6K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$21.2K |
FEUZ Hedge Fund Activity: Q1 2018 in Review
24 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q1 2018, worth a combined $36.8M — up 131% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FEUZ positions and 1 closed out — a net gain of 4 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was MML Investors Services, exiting entirely with an estimated $282K sold.
- 24 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q1 2018, up from 20 in Q4 2017.
- Funds reported $36.8M of First Trust Eurozone AlphaDEX stock for Q1 2018, up 131% quarter-over-quarter.
- 5 funds opened new First Trust Eurozone AlphaDEX positions in Q1 2018 and 1 closed out, a net change of +4 holders.
- The largest First Trust Eurozone AlphaDEX buyer in Q1 2018 was Morgan Stanley, an estimated $15.1M added.
- The largest First Trust Eurozone AlphaDEX seller in Q1 2018 was MML Investors Services, an estimated $282K sold.
Based on aggregated 13F filings for Q1 2018.