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First Trust Japan AlphaDEX Fund

74 hedge funds and large institutions have $186M invested in First Trust Japan AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

1% more funds holding

Funds holding: 7374 (+1)

3% less capital invested

Capital invested by funds: $192M → $186M (-$5.89M)

12.91% less ownership

Funds ownership: 103.02%90.11% (-13%)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
35
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.15M +$32.6K +619 +3%
SCA
27
Snowden Capital Advisors
New York
$915K -$254K -4,808 -22%
Jane Street
28
Jane Street
New York
$911K -$122K -2,315 -12%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$880K +$79.9K +1,515 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$876K -$2.27M -43,094 -73%
CA
31
Cetera Advisors
Colorado
$869K +$831K +15,762 New
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$759K -$56.8K -1,078 -7%
SAM
33
SignalPoint Asset Management
Missouri
$744K -$15.8K -300 -2%
GWP
34
Gateway Wealth Partners
Wisconsin
$707K +$69.6K +1,319 +11%
CAN
35
Cetera Advisor Networks
California
$674K -$1.32K -25 -0.2%
HH
36
Hilltop Holdings
Texas
$673K +$254K +4,814 +65%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$663K -$487K -9,227 -43%
NW
38
NewEdge Wealth
Pennsylvania
$663K +$686 +13 +0.1%
IWM
39
Iams Wealth Management
Nebraska
$641K +$47.3K +897 +8%
IA
40
IFP Advisors
Florida
$607K -$1.07M -20,360 -65%
BCI
41
Brinker Capital Investments
Pennsylvania
$586K +$52K +986 +10%
OPS
42
Orion Portfolio Solutions
Nebraska
$586K +$52K +986 +10%
PAS
43
Park Avenue Securities
New York
$576K -$475 -9 -0.1%
AWS
44
Atria Wealth Solutions
New York
$572K +$69.7K +1,322 +15%
OFS
45
OneAscent Financial Services
Alabama
$530K +$82.9K +1,572 +20%
KAS
46
Kestra Advisory Services
Texas
$488K +$22.7K +430 +5%
Citadel Advisors
47
Citadel Advisors
Florida
$372K -$2.16M -40,868 -86%
DADC
48
D.A. Davidson & Co
Montana
$330K -$1.58K -30 -0.5%
SG
49
StoneX Group
New York
$325K +$16.2K +307 +5%
SWP
50
Stratos Wealth Partners
Ohio
$324K +$310K +5,881 New

FJP Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q1 2024, worth a combined $186M — down 3.1% from $192M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FJP positions and 6 closed out — a net gain of 3 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was US Bancorp, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $16.9M.

  • 74 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $186M of First Trust Japan AlphaDEX Fund stock for Q1 2024, down 3.1% quarter-over-quarter.
  • 9 funds opened new First Trust Japan AlphaDEX Fund positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q1 2024 was US Bancorp, an estimated $1.86M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2024.