We are live on ! Find out more
FEUZ icon

First Trust Eurozone AlphaDEX

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.

New
Increased
Maintained
Reduced
Closed

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: 2826 (-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

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M -$776K -20,955 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.76M +$1.92M +51,825 +51%
RG
3
Rathbones Group
United Kingdom
$2.63M +$108K +2,915 +4%
Bank of America
4
Bank of America
North Carolina
$2.04M -$54.3K -1,467 -3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.95M +$40.4K +1,091 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.03M -$487K -13,156 -33%
Citadel Advisors
7
Citadel Advisors
Florida
$989K -$176K -4,755 -15%
Jane Street
8
Jane Street
New York
$938K +$403K +10,877 +78%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$447K -$51.8K -1,397 -11%
SWP
10
Stratos Wealth Partners
Ohio
$384K -$6.26K -169 -2%
Citigroup
11
Citigroup
New York
$344K +$267K +7,219 +381%
PAG
12
Private Advisor Group
New Jersey
$334K +$328K +8,846 New
LPL Financial
13
LPL Financial
California
$333K -$64K -1,727 -16%
IWM
14
IHT Wealth Management
Illinois
$306K -$64K -1,728 -18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$215K +$211K +5,699 New
CAN
16
Cetera Advisor Networks
California
$201K +$199K +5,358 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$99K -$14.5K -392 -13%
JP Morgan Chase
18
JP Morgan Chase
New York
$89K +$38.2K +1,032 +78%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$77K +$75.8K +2,046 New
AG
20
Advisor Group
Arizona
$66K +$29.4K +794 +84%
UBS Group
21
UBS Group
Switzerland
$56K -$54.1K -1,459 -49%
IA
22
IFP Advisors
Florida
$45K +$27.1K +731 +156%
BWM
23
Baystate Wealth Management
Massachusetts
$14K
CFN
24
Cordasco Financial Network
Florida
$12K +$12K +325 New
APA
25
American Portfolios Advisors
New York
$7.55K

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.