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First Trust Eurozone AlphaDEX

20 hedge funds and large institutions have $50.1M invested in First Trust Eurozone AlphaDEX in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more capital invested

Capital invested by funds: $11.6M → $50.1M (+$38.5M)

233.2% more ownership

Funds ownership: 68.54%301.75% (+233%)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

33% more funds holding

Funds holding: 1520 (+5)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$37.5M +$38.8M +902,869 New
Morgan Stanley
2
Morgan Stanley
New York
$6.29M -$692K -16,118 -10%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.99M +$2.05M +47,838 New
RG
4
Rathbones Group
United Kingdom
$817K +$155K +3,611 +22%
WEG
5
World Equity Group
Illinois
$709K +$733K +17,084 New
Jane Street
6
Jane Street
New York
$676K +$418K +9,732 +148%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$477K +$89.6K +2,086 +22%
LPL Financial
8
LPL Financial
California
$457K +$123K +2,873 +35%
RJA
9
Raymond James & Associates
Florida
$268K +$278K +6,469 New
UBS Group
10
UBS Group
Switzerland
$242K +$248K +5,769 +10,885%
KAS
11
Kestra Advisory Services
Texas
$214K -$21.5K -500 -9%
UWS
12
Unique Wealth Strategies
Illinois
$186K +$188K +4,381 New
CAS
13
Coppell Advisory Solutions
Texas
$111K +$115K +2,677 New
Osaic Holdings
14
Osaic Holdings
Arizona
$84.2K
JP Morgan Chase
15
JP Morgan Chase
New York
$68K
DF
16
Dunhill Financial
United Kingdom
$33.4K
IA
17
IFP Advisors
Florida
$5.1K
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$1.04K +$1.07K +25 New
TFA
19
Transamerica Financial Advisors
Florida
$1K
Wells Fargo
20
Wells Fargo
California
$45 +$43 +1 New
OMC
21
Old Mission Capital
Illinois
-$1.31M -30,829 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$785K -18,512 Closed
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
-$282K -6,650 Closed

FEUZ Hedge Fund Activity: Q2 2024 in Review

20 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q2 2024, worth a combined $50.1M — up 331% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FEUZ positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $38.8M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.31M sold.

  • 20 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $50.1M of First Trust Eurozone AlphaDEX stock for Q2 2024, up 331% quarter-over-quarter.
  • 8 funds opened new First Trust Eurozone AlphaDEX positions in Q2 2024 and 3 closed out, a net change of +5 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q2 2024 was First Trust Advisors, an estimated $38.8M added.
  • The largest First Trust Eurozone AlphaDEX seller in Q2 2024 was Old Mission Capital, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2024.