We are live on ! Find out more
FJP icon

First Trust Japan AlphaDEX Fund

22 hedge funds and large institutions have $24.8M invested in First Trust Japan AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

22% more funds holding

Funds holding: 1822 (+4)

3.83% more ownership

Funds ownership: 60.79%64.62% (+3.8%)

3% more capital invested

Capital invested by funds: $24.1M → $24.8M (+$634K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$2.28M +50,509 +20%
Jane Street
2
Jane Street
New York
$2.52M +$2.17M +48,009 +604%
IFWM
3
Institute for Wealth Management
Colorado
$2.27M -$453K -10,043 -17%
LPL Financial
4
LPL Financial
California
$1.39M +$1.18M +26,109 +569%
SAM
5
SignalPoint Asset Management
Missouri
$979K +$266K +5,903 +37%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$849K -$2.49M -55,263 -75%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$628K +$36.4K +807 +6%
Bank of America
8
Bank of America
North Carolina
$626K -$706K -15,645 -53%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$424K -$676K -14,968 -61%
SG Americas Securities
10
SG Americas Securities
New York
$381K +$45.4K +1,005 +14%
JG
11
Jefferies Group
New York
$354K -$83.2K -1,844 -19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$259K -$50.6K -1,122 -16%
UBS Group
13
UBS Group
Switzerland
$235K +$235K +5,215 New
UCFA
14
United Capital Financial Advisors
Texas
$200K +$200K +4,432 New
AIG
15
American International Group
New York
$104K -$32.2K -713 -24%
CI
16
Clal Insurance
Israel
$39K +$39.2K +869 New
TRCT
17
Tower Research Capital (TRC)
New York
$5K +$4.74K +105 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2K
NFG
19
Next Financial Group
Texas
$2K
Wells Fargo
20
Wells Fargo
California
$1K -$39K -864 -98%
BRWA
21
B. Riley Wealth Advisors
Florida
$17 +$17.2K +382 New
S
22
SignatureFD
Georgia
-$16K -341 Closed
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
+$45 +1 New

FJP Hedge Fund Activity: Q4 2014 in Review

22 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q4 2014, worth a combined $24.8M — up 2.6% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FJP positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.28M. The largest seller was Susquehanna International Group, cutting an estimated $2.49M.

  • 22 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q4 2014, up from 18 in Q3 2014.
  • Funds reported $24.8M of First Trust Japan AlphaDEX Fund stock for Q4 2014, up 2.6% quarter-over-quarter.
  • 6 funds opened new First Trust Japan AlphaDEX Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q4 2014 was Morgan Stanley, an estimated $2.28M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q4 2014 was Susquehanna International Group, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2014.