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First Trust Japan AlphaDEX Fund

80 hedge funds and large institutions have $172M invested in First Trust Japan AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7380 (+7)

0.23% less ownership

Funds ownership: 90.07%89.84% (-0.23%)

6% less capital invested

Capital invested by funds: $183M → $172M (-$11.3M)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
38
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$37.4M +$513K +9,814 +1%
First Trust Advisors
2
First Trust Advisors
Illinois
$34.4M -$3.42M -65,367 -9%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M -$3.8M -72,722 -15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M +$848K +16,210 +8%
LPL Financial
5
LPL Financial
California
$6.45M +$1.13M +21,655 +21%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.16M -$120K -2,293 -3%
AssetMark Inc
7
AssetMark Inc
California
$3.85M +$518K +9,910 +15%
RG
8
Rathbones Group
United Kingdom
$3.42M +$42.7K +816 +1%
BEI
9
Benjamin Edwards Inc
Missouri
$3.36M -$185K -3,542 -5%
HFP
10
Holistic Financial Partners
Indiana
$2.99M +$309K +5,911 +11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.94M +$249K +4,754 +9%
CAS
12
Coppell Advisory Solutions
Texas
$2.54M +$270K +5,168 +12%
Raymond James Financial
13
Raymond James Financial
Florida
$2.38M +$2.41M +46,123 New
GLA
14
Good Life Advisors
Pennsylvania
$2.27M -$569K -10,869 -20%
FTUS
15
Flow Traders U.S.
New York
$2.06M +$1.01M +19,381 +95%
TFA
16
Transamerica Financial Advisors
Florida
$1.76M +$37.2K +711 +2%
Jane Street
17
Jane Street
New York
$1.61M -$740K -14,144 -31%
AWM
18
AE Wealth Management
Kansas
$1.51M -$628 -12 -0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.43M +$115K +2,191 +9%
AAS
20
Avantax Advisory Services
Texas
$1.25M -$66.7K -1,275 -5%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.24M -$77.1K -1,474 -6%
IA
22
IFP Advisors
Florida
$1.24M +$103K +1,962 +9%
PFS
23
Prospera Financial Services
Texas
$1.22M +$72.8K +1,392 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.2M -$342K -6,528 -22%
Truist Financial
25
Truist Financial
North Carolina
$1.17M +$564K +10,780 +91%

FJP Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Japan AlphaDEX Fund (FJP) for Q4 2024, worth a combined $172M — down 6.2% from $183M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJP positions and 9 closed out — a net gain of 9 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.13M. The largest seller was Morgan Stanley, cutting an estimated $3.8M.

  • 80 institutional investors held First Trust Japan AlphaDEX Fund (FJP) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $172M of First Trust Japan AlphaDEX Fund stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 18 funds opened new First Trust Japan AlphaDEX Fund positions in Q4 2024 and 9 closed out, a net change of +9 holders.
  • The largest First Trust Japan AlphaDEX Fund buyer in Q4 2024 was LPL Financial, an estimated $1.13M added.
  • The largest First Trust Japan AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2024.