We are live on ! Find out more
FJP icon

First Trust Japan AlphaDEX Fund

45 hedge funds and large institutions have $114M invested in First Trust Japan AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

143% more capital invested

Capital invested by funds: $47M → $114M (+$67.2M)

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

18% more funds holding

Funds holding: 3845 (+7)

9.03% more ownership

Funds ownership: 62.77%71.8% (+9%)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$83.8M +$60.9M +1,018,092 +252%
Citadel Advisors
2
Citadel Advisors
Florida
$3.79M +$3.26M +54,399 +545%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.08M +$542K +9,051 +21%
UBS Group
4
UBS Group
Switzerland
$2.89M +$1.21M +20,237 +70%
LPL Financial
5
LPL Financial
California
$1.94M -$154K -2,569 -7%
DADC
6
D.A. Davidson & Co
Montana
$1.84M +$778K +13,006 +71%
WI
7
Wintrust Investments
Illinois
$1.69M +$237K +3,953 +16%
FAAS
8
First Allied Advisory Services
California
$1.55M +$550K +9,189 +54%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.45M +$832K +13,904 +130%
SAM
10
SignalPoint Asset Management
Missouri
$1.14M -$11.4K -191 -1%
Lazard Asset Management
11
Lazard Asset Management
New York
$868K
BCM
12
Breiter Capital Management
Florida
$810K +$823K +13,754 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$761K -$437K -7,304 -36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$690K +$247K +4,130 +54%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$671K +$113K +1,885 +20%
RPG
16
Risk Paradigm Group
Texas
$564K -$8.86K -148 -2%
AG
17
Advisor Group
Arizona
$561K +$67.3K +1,125 +13%
Jane Street
18
Jane Street
New York
$541K -$1.97M -32,879 -78%
SCA
19
Snowden Capital Advisors
New York
$532K +$541K +9,038 New
Bank of America
20
Bank of America
North Carolina
$461K -$33.9K -566 -7%
RJA
21
Raymond James & Associates
Florida
$445K +$452K +7,560 New
Wells Fargo
22
Wells Fargo
California
$442K -$658 -11 -0.1%
Creative Planning
23
Creative Planning
Kansas
$436K +$443K +7,400 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$413K +$94.2K +1,573 +29%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$407K +$396K +6,619 +2,290%

FJP Hedge Fund Activity: Q1 2018 in Review

45 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q1 2018, worth a combined $114M — up 143% from $47M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FJP positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.9M. The largest seller was Jane Street, cutting an estimated $1.97M.

  • 45 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $114M of First Trust Japan AlphaDEX Fund stock for Q1 2018, up 143% quarter-over-quarter.
  • 10 funds opened new First Trust Japan AlphaDEX Fund positions in Q1 2018 and 2 closed out, a net change of +8 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q1 2018 was Morgan Stanley, an estimated $60.9M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q1 2018 was Jane Street, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2018.