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First Trust Japan AlphaDEX Fund

40 hedge funds and large institutions have $154M invested in First Trust Japan AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
12
Reduced
3
Closed
6
Calls
Puts
$1.24M
Net Calls
-$1.24M
Net Calls Change
-$1.24M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$73.9M 1,541,089 +100,117 +7%
CWM
2
Congress Wealth Management
Massachusetts
$34.6M 720,575 +276,341 +62%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M 272,903 +83,869 +44%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M 208,805 +208,805 New
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.01M 62,778 +5,517 +10%
CAS
6
Coppell Advisory Solutions
Texas
$1.84M 38,660 +38,660 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.73M 36,124 +29,059 +411%
LPL Financial
8
LPL Financial
California
$1.59M 33,204 +28,669 +632%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.42M 29,692 +29,692 New
RG
10
Rathbones Group
United Kingdom
$1.16M 24,076 -4,900 -17%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.14M 23,665 +23,665 New
TFA
12
Transamerica Financial Advisors
Florida
$1.02M 21,189 -2,145 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.01M 20,975 +3,600 +21%
AWM
14
AE Wealth Management
Kansas
$974K 20,300 +20,300 New
SAM
15
SignalPoint Asset Management
Missouri
$669K 13,944 -20 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$663K 13,779
Osaic Holdings
17
Osaic Holdings
Arizona
$634K 13,205 +8,883 +206%
NW
18
NewEdge Wealth
Pennsylvania
$624K 13,015 +13,015 New
CAN
19
Cetera Advisor Networks
California
$511K 10,656 +10,656 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$473K 9,869 +9,869 New
AWS
21
Atria Wealth Solutions
New York
$404K 8,426 +8,426 New
GWP
22
Gateway Wealth Partners
Wisconsin
$339K 7,059 +7,059 New
AssetMark Inc
23
AssetMark Inc
California
$336K 7,007 +7,007 New
Wells Fargo
24
Wells Fargo
California
$295K 6,144 +4,206 +217%
OFS
25
OneAscent Financial Services
Alabama
$283K 5,903 +5,903 New