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First Trust Japan AlphaDEX Fund
FJP

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: 40 → 68 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.38M
2
GLA
Good Life Advisors
Pennsylvania
+$5.25M
3
LPL Financial
LPL Financial
California
+$4.03M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M
5
HFP
Holistic Financial Partners
Indiana
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$26.5M
2
CAS
Coppell Advisory Solutions
Texas
-$1.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.73M
4
CWM
Congress Wealth Management
Massachusetts
-$273K
5
Wells Fargo
Wells Fargo
California
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
ABLE Financial Group
Arizona
$202K +$203K +4,070 New
AWM
52
Avior Wealth Management
Nebraska
$149K +$149K +2,988 New
HI
53
Harbour Investments
Wisconsin
$149K +$8.27K +166 +6%
Wells Fargo
54
Wells Fargo
California
$141K -$165K -3,310 -54%
CFGS
55
Concourse Financial Group Securities
Alabama
$121K -$100 -2 -0.1%
PWMG
56
Provence Wealth Management Group
California
$94.5K +$94.7K +1,900 New
BEI
57
Benjamin Edwards Inc
Missouri
$54K -$3.29K -66 -6%
CAS
58
Coppell Advisory Solutions
Texas
$47.6K -$1.87M -37,540 -97%
NS
59
NBC Securities
Alabama
$43K +$43.6K +875 New
Comerica Bank
60
Comerica Bank
Texas
$22.2K +$22.2K +446 New
TAM
61
Tucker Asset Management
Colorado
$15K +$10.6K +212 +236%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$9K – – –
LFG
63
Larson Financial Group
Missouri
$4.33K – – –
UBS Group
64
UBS Group
Switzerland
$3.33K -$9.52K -191 -74%
SWM
65
Spire Wealth Management
Virginia
$1.64K +$1.64K +33 New
TRCT
66
Tower Research Capital (TRC)
New York
$1.04K +$1.05K +21 New
RG
67
Retirement Group
California
$746 – – –
FGAM
68
Financial Gravity Asset Management
Texas
$165 +$149 +3 New
Citadel Advisors
69
Citadel Advisors
Florida
– -$1.73M -36,124 Closed
1 2
3

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.