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First Trust Japan AlphaDEX Fund

24 hedge funds and large institutions have $29.5M invested in First Trust Japan AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

20% more funds holding

Funds holding: 2024 (+4)

0.96% more ownership

Funds ownership: 70.39%71.35% (+0.96%)

1% more capital invested

Capital invested by funds: $29.2M → $29.5M (+$269K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
26
Safeguard Investment Advisory Group
California
+$149 +3 New

FJP Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q4 2020, worth a combined $29.5M — up 0.92% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FJP positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.15M. The largest seller was Morgan Stanley, cutting an estimated $1.87M.

  • 24 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $29.5M of First Trust Japan AlphaDEX Fund stock for Q4 2020, up 0.92% quarter-over-quarter.
  • 7 funds opened new First Trust Japan AlphaDEX Fund positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q4 2020 was Old Mission Capital, an estimated $1.15M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q4 2020 was Morgan Stanley, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2020.