First Trust Switzerland AlphaDEX Fund
23 hedge funds and large institutions have $67.3M invested in First Trust Switzerland AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.
9.72% more ownership
Funds ownership: 71.43% → 81.15% (+9.7%)
2% less capital invested
Capital invested by funds: $68.8M → $67.3M (-$1.49M)
12% less funds holding
Funds holding: 26 → 23 (-3)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.41M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$269K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.17K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.17K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.83M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.02M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$895K |
| 4 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
-$490K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$483K |
FSZ Hedge Fund Activity: Q2 2020 in Review
23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2020, worth a combined $67.3M — down 2.2% from $68.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FSZ and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $3.41M. The largest seller was First Trust Advisors, cutting an estimated $8.83M.
- 23 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2020, down from 26 in Q1 2020.
- Funds reported $67.3M of First Trust Switzerland AlphaDEX Fund stock for Q2 2020, down 2.2% quarter-over-quarter.
- 2 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2020 and 5 closed out, a net change of -3 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2020 was Jane Street, an estimated $3.41M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2020 was First Trust Advisors, an estimated $8.83M sold.
Based on aggregated 13F filings for Q2 2020.