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First Trust Eurozone AlphaDEX

18 hedge funds and large institutions have $14.1M invested in First Trust Eurozone AlphaDEX in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

16.69% less ownership

Funds ownership: 93.82%77.13% (-17%)

18% less funds holding

Funds holding: 2218 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

76% less capital invested

Capital invested by funds: $59.5M → $14.1M (-$45.4M)

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.12M -$2.84M -67,953 -35%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.26M +$1M +23,948 +75%
Jane Street
3
Jane Street
New York
$1.84M +$261K +6,238 +16%
Bank of America
4
Bank of America
North Carolina
$1.4M -$574K -13,739 -28%
RG
5
Rathbones Group
United Kingdom
$1.13M +$187K +4,469 +19%
FTUS
6
Flow Traders U.S.
New York
$1.04M +$1.07M +25,620 New
LPL Financial
7
LPL Financial
California
$592K +$62.4K +1,493 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$212K +$14K +336 +7%
KAS
9
Kestra Advisory Services
Texas
$209K
CAS
10
Coppell Advisory Solutions
Texas
$108K
AF
11
Allworth Financial
California
$53.4K +$53K +1,270 New
DF
12
Dunhill Financial
United Kingdom
$32.6K
JP Morgan Chase
13
JP Morgan Chase
New York
$25K -$42.7K -1,023 -62%
UBS Group
14
UBS Group
Switzerland
$23.5K +$21.3K +511 +751%
Wells Fargo
15
Wells Fargo
California
$5.24K
IA
16
IFP Advisors
Florida
$4.98K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$4.98K +$5.14K +123 New
TFA
18
Transamerica Financial Advisors
Florida
$1K -$249K -5,952 -100%
First Trust Advisors
19
First Trust Advisors
Illinois
-$39.3M -898,164 Closed
BEI
20
Benjamin Edwards Inc
Missouri
-$2.28M -52,026 Closed
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$617K -13,925 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$291K -6,665 Closed
HighTower Advisors
23
HighTower Advisors
Illinois
-$210K -4,812 Closed
AWM
24
Activest Wealth Management
Florida
-$33.6K -805 Closed

FEUZ Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Eurozone AlphaDEX (FEUZ) for Q4 2024, worth a combined $14.1M — down 76% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FEUZ and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.07M. The largest seller was First Trust Advisors, exiting entirely with an estimated $39.3M sold.

  • 18 institutional investors held First Trust Eurozone AlphaDEX (FEUZ) as of Q4 2024, down from 22 in Q3 2024.
  • Funds reported $14.1M of First Trust Eurozone AlphaDEX stock for Q4 2024, down 76% quarter-over-quarter.
  • 3 funds opened new First Trust Eurozone AlphaDEX positions in Q4 2024 and 6 closed out, a net change of -3 holders.
  • The largest First Trust Eurozone AlphaDEX buyer in Q4 2024 was Flow Traders U.S., an estimated $1.07M added.
  • The largest First Trust Eurozone AlphaDEX seller in Q4 2024 was First Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2024.