First Trust Switzerland AlphaDEX Fund
26 hedge funds and large institutions have $84.2M invested in First Trust Switzerland AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $79.4M → $84.2M (+$4.82M)
4% more funds holding
Funds holding: 25 → 26 (+1)
0.08% more ownership
Funds ownership: 82.24% → 82.32% (+0.08%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.35M |
| 2 |
Jane Street
New York
|
+$900K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$824K |
| 4 |
Morgan Stanley
New York
|
+$677K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$935K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$363K |
| 3 |
LPL Financial
San Diego,
California
|
-$254K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$222K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$199K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $6K | -$2.17K | -35 | -28% |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$935K | -15,626 | Closed |
|
|
CS
28
Credit Suisse
Zurich,
Switzerland
| – | -$363K | -6,013 | Closed |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4K | -70 | Closed |
|
FSZ Hedge Fund Activity: Q1 2021 in Review
26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2021, worth a combined $84.2M — up 6.1% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSZ positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $1.35M. The largest seller was Citadel Advisors, exiting entirely with an estimated $935K sold.
- 26 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2021, up from 25 in Q4 2020.
- Funds reported $84.2M of First Trust Switzerland AlphaDEX Fund stock for Q1 2021, up 6.1% quarter-over-quarter.
- 4 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2021 and 3 closed out, a net change of +1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2021 was First Trust Advisors, an estimated $1.35M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2021 was Citadel Advisors, an estimated $935K sold.
Based on aggregated 13F filings for Q1 2021.