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First Trust Eurozone AlphaDEX

20 hedge funds and large institutions have $69.8M invested in First Trust Eurozone AlphaDEX in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more capital invested

Capital invested by funds: $16.2M → $69.8M (+$53.6M)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

25% more funds holding

Funds holding: 1620 (+4)

22.52% more ownership

Funds ownership: 64.04%86.55% (+23%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$45.1M +$45.4M +978,474 New
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$5.92M +127,411 +70%
RG
3
Rathbones Group
United Kingdom
$2.77M +$265K +5,704 +10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M -$589K -12,681 -34%
Jane Street
5
Jane Street
New York
$1M +$1.01M +21,801 New
PAG
6
Private Advisor Group
New Jersey
$999K +$13.2K +284 +1%
OAM
7
Occidental Asset Management
California
$910K -$15K -323 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$672K +$177K +3,811 +35%
OMC
9
Old Mission Capital
Illinois
$641K +$645K +13,901 New
RJA
10
Raymond James & Associates
Florida
$602K +$606K +13,062 New
HighTower Advisors
11
HighTower Advisors
Illinois
$553K +$556K +11,985 New
UBS Group
12
UBS Group
Switzerland
$412K -$11.7K -252 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$325K +$197K +4,246 +152%
SG
14
StoneX Group
New York
$249K +$250K +5,394 New
Osaic Holdings
15
Osaic Holdings
Arizona
$161K +$9.47K +204 +6%
CFN
16
Cordasco Financial Network
Florida
$15K
Wells Fargo
17
Wells Fargo
California
$9K
IA
18
IFP Advisors
Florida
$6K
TFA
19
Transamerica Financial Advisors
Florida
$6K +$5.06K +109 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$6K +$6.45K +139 New
Citadel Advisors
21
Citadel Advisors
Florida
-$253K -5,509 Closed
JIP
22
Jaffetilchin Investment Partners
Florida
-$235K -5,120 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
-$5.94K -128 Closed
GRP
24
Global Retirement Partners
California
-$3K -60 Closed

FEUZ Hedge Fund Activity: Q4 2021 in Review

20 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q4 2021, worth a combined $69.8M — up 331% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FEUZ positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $45.4M. The largest seller was Susquehanna International Group, cutting an estimated $589K.

  • 20 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $69.8M of First Trust Eurozone AlphaDEX stock for Q4 2021, up 331% quarter-over-quarter.
  • 8 funds opened new First Trust Eurozone AlphaDEX positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q4 2021 was First Trust Advisors, an estimated $45.4M added.
  • The largest First Trust Eurozone AlphaDEX seller in Q4 2021 was Susquehanna International Group, an estimated $589K sold.

Based on aggregated 13F filings for Q4 2021.