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First Trust Japan AlphaDEX Fund

73 hedge funds and large institutions have $183M invested in First Trust Japan AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $172M → $183M (+$11.6M)

2.44% more ownership

Funds ownership: 87.63%90.07% (+2.4%)

1% more funds holding

Funds holding: 7273 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
37
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$39.7M -$199K -3,824 -0.5%
CWM
2
Congress Wealth Management
Massachusetts
$38.7M -$4.48K -86 -0%
Morgan Stanley
3
Morgan Stanley
New York
$25.9M +$1.75M +33,565 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M -$330K -6,336 -3%
LPL Financial
5
LPL Financial
California
$5.6M -$47.6K -913 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.49M +$291K +5,579 +7%
BEI
7
Benjamin Edwards Inc
Missouri
$3.72M +$3.5M +67,118 +4,979%
RG
8
Rathbones Group
United Kingdom
$3.55M +$124K +2,378 +4%
AssetMark Inc
9
AssetMark Inc
California
$3.5M +$323K +6,189 +11%
GLA
10
Good Life Advisors
Pennsylvania
$2.97M -$362K -6,941 -11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.83M -$69.2K -1,327 -2%
HFP
12
Holistic Financial Partners
Indiana
$2.82M +$97.2K +1,865 +4%
Jane Street
13
Jane Street
New York
$2.46M +$2.09M +40,194 +774%
CAS
14
Coppell Advisory Solutions
Texas
$2.35M +$21.9K +421 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.85M +$153K +2,940 +9%
TFA
16
Transamerica Financial Advisors
Florida
$1.81M +$13.4K +258 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.61M -$62K -1,190 -4%
AWM
18
AE Wealth Management
Kansas
$1.58M +$245K +4,702 +19%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.57M +$1.53M +29,370 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.38M +$20.8K +399 +2%
AAS
21
Avantax Advisory Services
Texas
$1.38M -$44.8K -860 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.37M +$1.67K +32 +0.1%
PFS
23
Prospera Financial Services
Texas
$1.2M +$121K +2,325 +12%
IA
24
IFP Advisors
Florida
$1.19M +$19.7K +378 +2%
FTUS
25
Flow Traders U.S.
New York
$1.11M +$1.07M +20,494 New

FJP Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q3 2024, worth a combined $183M — up 6.8% from $172M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FJP positions and 6 closed out — a net gain of 2 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $3.5M. The largest seller was US Bancorp, exiting entirely with an estimated $1.93M sold.

  • 73 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $183M of First Trust Japan AlphaDEX Fund stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 8 funds opened new First Trust Japan AlphaDEX Fund positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $3.5M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q3 2024 was US Bancorp, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.