First Trust Japan AlphaDEX Fund
FJP
36 hedge funds and large institutions have $36.3M invested in First Trust Japan AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
33% more funds holding
Funds holding: 27 → 36 (+9)
8% more capital invested
Capital invested by funds: $33.7M → $36.3M (+$2.58M)
5.82% less ownership
Funds ownership: 66.17% → 60.35% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IH
IFC Holdings
Tampa,
Florida
|
+$1.47M |
| 2 |
Lazard Asset Management
New York
|
+$998K |
| 3 |
Morgan Stanley
New York
|
+$553K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$542K |
| 5 |
LPL Financial
San Diego,
California
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$2.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$465K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$320K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$96.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $107K | +$85K | +1,648 | +412% |
|
|
RFWA
27
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $76.7K | -$96.2K | -1,865 | -56% |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $71K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $66K | +$64.9K | +1,258 | New |
|
30
Citigroup
New York
| $24K | – | – | – |
|
|
AA
31
AlphaMark Advisors
Ft. Wright,
Kentucky
| $16K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$12.9K | +250 | +676% |
|
|
BFEC
33
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $14K | – | – | – |
|
|
EA
34
Edge Advisors
Atlanta,
Georgia
| $5K | +$5.11K | +99 | New |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| $3K | +$3.1K | +60 | New |
|
|
36
SG Americas Securities
New York
| – | -$2.35M | -46,117 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$10K | -200 | Closed |
|
FJP Hedge Fund Activity: Q2 2017 in Review
36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q2 2017, worth a combined $36.3M — up 7.6% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FJP positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was IFC Holdings, opening a new position worth an estimated $1.47M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.35M sold.
- 36 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q2 2017, up from 27 in Q1 2017.
- Funds reported $36.3M of First Trust Japan AlphaDEX Fund stock for Q2 2017, up 7.6% quarter-over-quarter.
- 11 funds opened new First Trust Japan AlphaDEX Fund positions in Q2 2017 and 2 closed out, a net change of +9 holders.
- The largest First Trust Japan AlphaDEX Fund buyer in Q2 2017 was IFC Holdings, an estimated $1.47M added.
- The largest First Trust Japan AlphaDEX Fund seller in Q2 2017 was SG Americas Securities, an estimated $2.35M sold.
Based on aggregated 13F filings for Q2 2017.