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First Trust Japan AlphaDEX Fund

80 hedge funds and large institutions have $172M invested in First Trust Japan AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7380 (+7)

0.23% less ownership

Funds ownership: 90.07%89.84% (-0.23%)

6% less capital invested

Capital invested by funds: $183M → $172M (-$11.3M)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
38
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$866K +$117K +2,235 +15%
BCI
27
Brinker Capital Investments
Pennsylvania
$841K +$45.5K +869 +6%
OPS
28
Orion Portfolio Solutions
Nebraska
$841K +$45.5K +869 +6%
SCA
29
Snowden Capital Advisors
New York
$836K +$15.6K +299 +2%
AIFAIM
30
American Institute for Advanced Investment Management
Arizona
$806K -$41.1K -785 -5%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$798K -$9K -172 -1%
GWP
32
Gateway Wealth Partners
Wisconsin
$743K +$45.6K +872 +6%
Bank of America
33
Bank of America
North Carolina
$700K +$709K +13,554 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$699K +$230K +4,396 +48%
SAM
35
SignalPoint Asset Management
Missouri
$661K -$87K -1,662 -11%
OFS
36
OneAscent Financial Services
Alabama
$658K +$666K +12,738 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$653K +$661K +12,643 New
NW
38
NewEdge Wealth
Pennsylvania
$631K +$2.35K +45 +0.4%
PAS
39
Park Avenue Securities
New York
$627K +$77K +1,472 +14%
Osaic Holdings
40
Osaic Holdings
Arizona
$612K +$219K +4,183 +55%
IWM
41
Iams Wealth Management
Nebraska
$552K +$23.5K +450 +4%
PA
42
PFG Advisors
Arizona
$551K +$557K +10,656 New
KAS
43
Kestra Advisory Services
Texas
$542K +$12.8K +245 +2%
MML Investors Services
44
MML Investors Services
Massachusetts
$519K +$122K +2,324 +30%
AWS
45
Atria Wealth Solutions
New York
$519K -$25.8K -494 -5%
Stifel Financial
46
Stifel Financial
Missouri
$404K -$209K -3,992 -34%
CCA
47
Cottonwood Capital Advisors
Utah
$390K +$49.8K +951 +14%
DADC
48
D.A. Davidson & Co
Montana
$314K +$785 +15 +0.2%
SG
49
StoneX Group
New York
$308K -$17.6K -336 -5%
FFA
50
Farther Finance Advisors
California
$307K +$5.23K +100 +2%

FJP Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q4 2024, worth a combined $172M — down 6.2% from $183M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJP positions and 9 closed out — a net gain of 9 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.13M. The largest seller was Morgan Stanley, cutting an estimated $3.8M.

  • 80 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $172M of First Trust Japan AlphaDEX Fund stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 18 funds opened new First Trust Japan AlphaDEX Fund positions in Q4 2024 and 9 closed out, a net change of +9 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q4 2024 was LPL Financial, an estimated $1.13M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2024.