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First Trust Japan AlphaDEX Fund

73 hedge funds and large institutions have $183M invested in First Trust Japan AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $172M → $183M (+$11.6M)

2.44% more ownership

Funds ownership: 87.63%90.07% (+2.4%)

1% more funds holding

Funds holding: 7273 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
37
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$292K +$61.6K +1,182 +27%
GM
52
GeoWealth Management
Illinois
$290K +$43.2K +829 +18%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$273K +$1.09K +21 +0.4%
GRP
54
Global Retirement Partners
California
$245K -$2.66K -51 -1%
GVAG
55
Great Valley Advisor Group
Delaware
$234K +$21.4K +410 +11%
Mariner
56
Mariner
Kansas
$219K +$52 +1 +0%
FPWM
57
FSB Premier Wealth Management
Iowa
$206K +$198K +3,806 New
AFG
58
ABLE Financial Group
Arizona
$202K +$194K +3,732 New
HI
59
Harbour Investments
Wisconsin
$177K +$521 +10 +0.3%
RFG
60
REAP Financial Group
Texas
$138K -$8.96K -172 -6%
CFGS
61
Concourse Financial Group Securities
Alabama
$135K +$313 +6 +0.2%
PS
62
Principal Securities
Iowa
$81.5K +$26.9K +517 +52%
TFGT
63
TS Financial Group (TSFG)
Illinois
$76K
UBS Group
64
UBS Group
Switzerland
$62.5K +$53.1K +1,018 +754%
TAM
65
Tucker Asset Management
Colorado
$52.8K +$9.95K +191 +24%
WSFS
66
Wilmington Savings Fund Society
Delaware
$27.1K +$26.1K +500 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$22.4K -$417 -8 -2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$22K +$21.2K +407 New
NS
69
NBC Securities
Alabama
$20K
Comerica Bank
70
Comerica Bank
Texas
$7.43K -$156 -3 -2%
TRCT
71
Tower Research Capital (TRC)
New York
$5.86K -$4.79K -92 -46%
SSB
72
Sandy Spring Bank
Maryland
$4.68K
PA
73
PSI Advisors
Florida
$4.07K -$1.51K -29 -28%
US Bancorp
74
US Bancorp
Minnesota
-$1.93M -37,541 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$811K -15,751 Closed

FJP Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q3 2024, worth a combined $183M — up 6.8% from $172M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FJP positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $3.5M. The largest seller was US Bancorp, exiting entirely with an estimated $1.93M sold.

  • 73 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $183M of First Trust Japan AlphaDEX Fund stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 8 funds opened new First Trust Japan AlphaDEX Fund positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $3.5M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q3 2024 was US Bancorp, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.