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First Trust Eurozone AlphaDEX

22 hedge funds and large institutions have $59.5M invested in First Trust Eurozone AlphaDEX in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $50.1M → $59.5M (+$9.42M)

10% more funds holding

Funds holding: 2022 (+2)

207.92% less ownership

Funds ownership: 301.75%93.82% (-208%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
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
$39.3M -$202K -4,705 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$8.5M +$1.83M +42,739 +28%
BEI
3
Benjamin Edwards Inc
Missouri
$2.28M +$2.23M +52,026 New
Bank of America
4
Bank of America
North Carolina
$2.12M +$2.07M +48,412 New
Jane Street
5
Jane Street
New York
$1.71M +$977K +22,792 +140%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.39M +$872K +20,342 +177%
RG
7
Rathbones Group
United Kingdom
$1.03M +$163K +3,810 +19%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$617K +$597K +13,925 New
LPL Financial
9
LPL Financial
California
$574K +$90.6K +2,114 +19%
RJA
10
Raymond James & Associates
Florida
$536K +$248K +5,798 +90%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$291K +$286K +6,665 New
TFA
12
Transamerica Financial Advisors
Florida
$262K +$256K +5,965 +99,417%
KAS
13
Kestra Advisory Services
Texas
$225K
Osaic Holdings
14
Osaic Holdings
Arizona
$214K +$123K +2,872 +141%
HighTower Advisors
15
HighTower Advisors
Illinois
$210K +$206K +4,812 New
CAS
16
Coppell Advisory Solutions
Texas
$119K
JP Morgan Chase
17
JP Morgan Chase
New York
$71.7K
AWM
18
Activest Wealth Management
Florida
$35.2K +$34.5K +805 New
DF
19
Dunhill Financial
United Kingdom
$35.2K
Wells Fargo
20
Wells Fargo
California
$5.66K +$5.49K +128 +12,800%
IA
21
IFP Advisors
Florida
$5.38K
UBS Group
22
UBS Group
Switzerland
$2.97K -$247K -5,754 -99%
WEG
23
World Equity Group
Illinois
-$709K -17,084 Closed
UWS
24
Unique Wealth Strategies
Illinois
-$186K -4,381 Closed
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
-$1.04K -25 Closed

FEUZ Hedge Fund Activity: Q3 2024 in Review

22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q3 2024, worth a combined $59.5M — up 19% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FEUZ positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $2.23M. The largest seller was World Equity Group, exiting entirely with an estimated $709K sold.

  • 22 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $59.5M of First Trust Eurozone AlphaDEX stock for Q3 2024, up 19% quarter-over-quarter.
  • 6 funds opened new First Trust Eurozone AlphaDEX positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $2.23M added.
  • The largest First Trust Eurozone AlphaDEX seller in Q3 2024 was World Equity Group, an estimated $709K sold.

Based on aggregated 13F filings for Q3 2024.