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First Trust Japan AlphaDEX Fund
FJP

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: 73 → 80 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.13M
2
FTUS
Flow Traders U.S.
New York
+$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$848K
4
Bank of America
Bank of America
North Carolina
+$709K
5
OFS
OneAscent Financial Services
Alabama
+$666K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.8M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.42M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.57M
4
HH
Hilltop Holdings
Texas
-$791K
5
Jane Street
Jane Street
New York
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$4.41K +$4.45K +85 New
PA
77
PSI Advisors
Florida
$3.88K – – –
T
78
Transce3nd
Texas
$2.95K +$2.98K +57 New
KIM
79
Kestra Investment Management
Texas
$1.53K +$1.57K +30 New
CAWM
80
Capital A Wealth Management
Pennsylvania
$775 +$785 +15 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
– -$1.57M -29,370 Closed
HH
82
Hilltop Holdings
Texas
– -$791K -14,590 Closed
GM
83
GeoWealth Management
Illinois
– -$290K -5,341 Closed
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
– -$273K -5,025 Closed
FPWM
85
FSB Premier Wealth Management
Iowa
– -$206K -3,806 Closed
AFG
86
ABLE Financial Group
Arizona
– -$202K -3,732 Closed
UBS Group
87
UBS Group
Switzerland
– -$62.5K -1,153 Closed
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
– -$22K -407 Closed
NS
89
NBC Securities
Alabama
– -$20K -375 Closed
1 2 3
4

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.