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First Trust Japan AlphaDEX Fund

72 hedge funds and large institutions have $172M invested in First Trust Japan AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.48% less ownership

Funds ownership: 90.11%87.63% (-2.5%)

3% less funds holding

Funds holding: 7472 (-2)

8% less capital invested

Capital invested by funds: $186M → $172M (-$14.7M)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$14.6K +276 +6%
GRP
52
Global Retirement Partners
California
$235K -$1.32K -25 -0.5%
GM
53
GeoWealth Management
Illinois
$232K +$34.8K +658 +17%
SA
54
Sanctuary Advisors
Indiana
$228K +$231K +4,375 New
Mariner
55
Mariner
Kansas
$208K -$49.8K -943 -19%
GVAG
56
Great Valley Advisor Group
Delaware
$201K +$206K +3,895 New
HI
57
Harbour Investments
Wisconsin
$167K -$370 -7 -0.2%
RFG
58
REAP Financial Group
Texas
$140K
CFGS
59
Concourse Financial Group Securities
Alabama
$128K -$12.8K -242 -9%
TFGT
60
TS Financial Group (TSFG)
Illinois
$72K +$211 +4 +0.3%
MSWM
61
Mowery & Schoenfeld Wealth Management
Illinois
$70.5K +$72.3K +1,369 New
BEI
62
Benjamin Edwards Inc
Missouri
$69K +$5.07K +96 +8%
PS
63
Principal Securities
Iowa
$50.8K -$898 -17 -2%
TAM
64
Tucker Asset Management
Colorado
$40.3K +$29.1K +551 +239%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$21.6K +$22.2K +420 New
NS
66
NBC Securities
Alabama
$19K
IAIM
67
International Assets Investment Management
Florida
$14.1K +$14.4K +273 New
TRCT
68
Tower Research Capital (TRC)
New York
$10.3K +$5.02K +95 +90%
Comerica Bank
69
Comerica Bank
Texas
$7.21K +$53 +1 +0.7%
UBS Group
70
UBS Group
Switzerland
$6.96K -$32.4K -614 -82%
PA
71
PSI Advisors
Florida
$5.36K +$5.49K +104 New
SSB
72
Sandy Spring Bank
Maryland
$4.45K +$4.54K +86 New
GIM
73
Guild Investment Management
California
-$2.01M -36,520 Closed
RFWA
74
RPg Family Wealth Advisory
Massachusetts
-$759K -13,763 Closed
SWP
75
Stratos Wealth Partners
Ohio
-$324K -5,881 Closed

FJP Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q2 2024, worth a combined $172M — down 7.9% from $186M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FJP positions and 8 closed out — a net gain of 2 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $1.05M. The largest seller was Good Life Advisors, cutting an estimated $2.37M.

  • 72 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q2 2024, down from 74 in Q1 2024.
  • Funds reported $172M of First Trust Japan AlphaDEX Fund stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 10 funds opened new First Trust Japan AlphaDEX Fund positions in Q2 2024 and 8 closed out, a net change of +2 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q2 2024 was Prospera Financial Services, an estimated $1.05M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q2 2024 was Good Life Advisors, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2024.