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First Trust Eurozone AlphaDEX

20 hedge funds and large institutions have $21.2M invested in First Trust Eurozone AlphaDEX in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

92% more capital invested

Capital invested by funds: $11M → $21.2M (+$10.2M)

50.07% more ownership

Funds ownership: 65.67%115.74% (+50%)

18% more funds holding

Funds holding: 1720 (+3)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.4M +$5.92M +156,713 +79%
Jane Street
2
Jane Street
New York
$1.55M +$873K +23,093 +153%
OMC
3
Old Mission Capital
Illinois
$1.16M +$304K +8,039 +39%
UWS
4
Unique Wealth Strategies
Illinois
$1.04M +$964K +25,516 New
RG
5
Rathbones Group
United Kingdom
$578K -$104K -2,757 -16%
Citadel Advisors
6
Citadel Advisors
Florida
$550K +$287K +7,586 +128%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$339K +$315K +8,345 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$313K -$51.1K -1,352 -15%
LPL Financial
9
LPL Financial
California
$290K -$1.93K -51 -0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$270K -$19.9K -526 -7%
KAS
11
Kestra Advisory Services
Texas
$230K -$13K -345 -6%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$117K +$108K +2,871 New
CAS
13
Coppell Advisory Solutions
Texas
$109K +$86.1K +2,278 +571%
Osaic Holdings
14
Osaic Holdings
Arizona
$93.9K +$10.4K +276 +14%
JP Morgan Chase
15
JP Morgan Chase
New York
$66.8K
UBS Group
16
UBS Group
Switzerland
$32.9K +$30.6K +810 New
DF
17
Dunhill Financial
United Kingdom
$32.7K +$30.4K +805 New
IA
18
IFP Advisors
Florida
$5K
TFA
19
Transamerica Financial Advisors
Florida
$1K
Wells Fargo
20
Wells Fargo
California
$58 -$38 -1 -50%
KDA
21
Kraft Davis & Associates
Missouri
-$208K -5,792 Closed
MHR
22
Matthew Hamilton Rosenberg
-$8.01K -215 Closed

FEUZ Hedge Fund Activity: Q4 2023 in Review

20 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q4 2023, worth a combined $21.2M — up 92% from $11M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FEUZ positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.92M. The largest seller was Kraft Davis & Associates, exiting entirely with an estimated $208K sold.

  • 20 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q4 2023, up from 17 in Q3 2023.
  • Funds reported $21.2M of First Trust Eurozone AlphaDEX stock for Q4 2023, up 92% quarter-over-quarter.
  • 5 funds opened new First Trust Eurozone AlphaDEX positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q4 2023 was Morgan Stanley, an estimated $5.92M added.
  • The largest First Trust Eurozone AlphaDEX seller in Q4 2023 was Kraft Davis & Associates, an estimated $208K sold.

Based on aggregated 13F filings for Q4 2023.