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First Trust Japan AlphaDEX Fund

26 hedge funds and large institutions have $102M invested in First Trust Japan AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

30% more capital invested

Capital invested by funds: $78.5M → $102M (+$23.8M)

8% more funds holding

Funds holding: 2426 (+2)

1.54% more ownership

Funds ownership: 92.49%94.03% (+1.5%)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$65.3M +$4.75M +107,962 +8%
CWM
2
Congress Wealth Management
Massachusetts
$20.1M +$19.5M +444,234 New
Morgan Stanley
3
Morgan Stanley
New York
$8.57M -$1.15M -26,198 -12%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.6M -$37.3K -849 -1%
RG
5
Rathbones Group
United Kingdom
$1.31M +$133K +3,021 +12%
TFA
6
Transamerica Financial Advisors
Florida
$1.06M +$755K +17,173 +279%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$788K +$764K +17,375 New
SAM
8
SignalPoint Asset Management
Missouri
$633K -$3.12K -71 -0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$626K
Citadel Advisors
10
Citadel Advisors
Florida
$320K -$6.22M -141,598 -95%
IA
11
IFP Advisors
Florida
$226K +$160K +3,640 +1,379%
LPL Financial
12
LPL Financial
California
$206K -$388K -8,828 -66%
RJA
13
Raymond James & Associates
Florida
$202K +$196K +4,455 New
Osaic Holdings
14
Osaic Holdings
Arizona
$196K -$1.01K -23 -0.5%
Wells Fargo
15
Wells Fargo
California
$87.8K -$2.73K -62 -3%
AAS
16
Ameritas Advisory Services
Nebraska
$18.3K +$17.6K +400 New
GFWA
17
Grey Fox Wealth Advisors
Delaware
$17.2K +$16.7K +379 New
UBS Group
18
UBS Group
Switzerland
$11.7K -$86K -1,957 -88%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8K -$8.44K -192 -53%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$7.43K +$7.21K +164 New
LFG
21
Larson Financial Group
Missouri
$3.94K
BAM
22
Belpointe Asset Management
Nevada
$3.44K
HI
23
Harbour Investments
Wisconsin
$3.17K
RG
24
Retirement Group
California
$1K
FGAM
25
Financial Gravity Asset Management
Texas
$157 +$1.98K +45 New

FJP Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q1 2023, worth a combined $102M — up 30% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FJP positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $19.5M. The largest seller was Citadel Advisors, cutting an estimated $6.22M.

  • 26 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q1 2023, up from 24 in Q4 2022.
  • Funds reported $102M of First Trust Japan AlphaDEX Fund stock for Q1 2023, up 30% quarter-over-quarter.
  • 7 funds opened new First Trust Japan AlphaDEX Fund positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q1 2023 was Congress Wealth Management, an estimated $19.5M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q1 2023 was Citadel Advisors, an estimated $6.22M sold.

Based on aggregated 13F filings for Q1 2023.