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First Trust Japan AlphaDEX Fund

68 hedge funds and large institutions have $169M invested in First Trust Japan AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,800% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 1

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

70% more funds holding

Funds holding: 4068 (+28)

10% more capital invested

Capital invested by funds: $154M → $169M (+$15.5M)

20.47% less ownership

Funds ownership: 112.35%91.88% (-20%)

Holders
68
Holders Change
+28
Holders Change %
+70%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
25
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$686K +$687K +13,792 New
CAN
27
Cetera Advisor Networks
California
$648K +$118K +2,368 +22%
NW
28
NewEdge Wealth
Pennsylvania
$647K
SCA
29
Snowden Capital Advisors
New York
$646K +$647K +12,993 New
Jane Street
30
Jane Street
New York
$624K +$625K +12,547 New
IWM
31
Iams Wealth Management
Nebraska
$590K +$591K +11,869 New
FTUS
32
Flow Traders U.S.
New York
$589K +$590K +11,845 New
AAS
33
Avantax Advisory Services
Texas
$582K +$583K +11,698 New
Stifel Financial
34
Stifel Financial
Missouri
$551K +$552K +11,074 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$518K +$519K +10,424 New
PAS
36
Park Avenue Securities
New York
$487K +$488K +9,783 New
GWP
37
Gateway Wealth Partners
Wisconsin
$479K +$128K +2,571 +36%
AWS
38
Atria Wealth Solutions
New York
$432K +$12.7K +254 +3%
TFGT
39
TS Financial Group (TSFG)
Illinois
$390K +$390K +7,835 New
BCI
40
Brinker Capital Investments
Pennsylvania
$369K +$99.8K +2,002 +37%
OPS
41
Orion Portfolio Solutions
Nebraska
$369K +$99.8K +2,002 +37%
KAS
42
Kestra Advisory Services
Texas
$347K +$80.3K +1,612 +30%
OFS
43
OneAscent Financial Services
Alabama
$339K +$45.2K +908 +15%
DADC
44
D.A. Davidson & Co
Montana
$302K +$303K +6,077 New
GRP
45
Global Retirement Partners
California
$283K +$294K +5,898 +3,733%
SG
46
StoneX Group
New York
$270K +$270K +5,421 New
FIA
47
Foundations Investment Advisors
Arizona
$250K +$250K +5,022 New
Mariner
48
Mariner
Kansas
$234K +$234K +4,696 New
OMC
49
Old Mission Capital
Illinois
$208K
HH
50
Hilltop Holdings
Texas
$206K +$206K +4,134 New

FJP Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q3 2023, worth a combined $169M — up 10% from $154M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FJP positions and 1 closed out — a net gain of 28 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.38M. The largest seller was First Trust Advisors, cutting an estimated $26.5M.

  • 68 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $169M of First Trust Japan AlphaDEX Fund stock for Q3 2023, up 10% quarter-over-quarter.
  • 29 funds opened new First Trust Japan AlphaDEX Fund positions in Q3 2023 and 1 closed out, a net change of +28 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q3 2023 was Morgan Stanley, an estimated $7.38M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q3 2023 was First Trust Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2023.