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First Trust Eurozone AlphaDEX
FEUZ

17 hedge funds and large institutions have $17.3M invested in First Trust Eurozone AlphaDEX in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.77% less ownership

Funds ownership: 72.67% → 59.9% (-13%)

15% less funds holding

Funds holding: 20 → 17 (-3)

31% less capital invested

Capital invested by funds: $24.9M → $17.3M (-$7.63M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$207K
2
PAG
Private Advisor Group
New Jersey
+$87.7K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$10.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.51M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
4
Jane Street
Jane Street
New York
-$577K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.91M -$7.51M -237,715 -45%
Jane Street
2
Jane Street
New York
$2.06M -$577K -18,272 -23%
RG
3
Rathbones Group
United Kingdom
$1.99M -$355K -11,229 -16%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$814K -$1.1M -34,829 -59%
PAG
5
Private Advisor Group
New Jersey
$614K +$87.7K +2,776 +18%
Bank of America
6
Bank of America
North Carolina
$432K -$59K -1,868 -13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$389K +$10.5K +334 +3%
UBS Group
8
UBS Group
Switzerland
$339K +$207K +6,548 +190%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$329K -$374K -11,859 -55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$149K -$53.2K -1,685 -28%
Citigroup
11
Citigroup
New York
$117K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$110K – – –
Wells Fargo
13
Wells Fargo
California
$12K -$17.7K -562 -62%
CFN
14
Cordasco Financial Network
Florida
$11K – – –
APA
15
American Portfolios Advisors
New York
$6.79K – – –
CFGS
16
Concourse Financial Group Securities
Alabama
$4K – – –
IA
17
IFP Advisors
Florida
$4K – – –
Citadel Advisors
18
Citadel Advisors
Florida
– -$1.57M -54,109 Closed
BWM
19
Baystate Wealth Management
Massachusetts
– -$11K -375 Closed

FEUZ Hedge Fund Activity: Q2 2020 in Review

17 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q2 2020, worth a combined $17.3M — down 31% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FEUZ and 0 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $207K. The largest seller was Morgan Stanley, cutting an estimated $7.51M.

  • 17 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q2 2020, down from 20 in Q1 2020.
  • Funds reported $17.3M of First Trust Eurozone AlphaDEX stock for Q2 2020, down 31% quarter-over-quarter.
  • 0 funds opened new First Trust Eurozone AlphaDEX positions in Q2 2020 and 3 closed out, a net change of -3 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q2 2020 was UBS Group, an estimated $207K added.
  • The largest First Trust Eurozone AlphaDEX seller in Q2 2020 was Morgan Stanley, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2020.