First Trust Switzerland AlphaDEX Fund
22 hedge funds and large institutions have $22.1M invested in First Trust Switzerland AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.
15% less funds holding
Funds holding: 26 → 22 (-4)
21.41% less ownership
Funds ownership: 76.65% → 55.24% (-21%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
68% less capital invested
Capital invested by funds: $69.3M → $22.1M (-$47.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.02M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$955K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$482K |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$289K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$39.9M |
| 2 |
Morgan Stanley
New York
|
-$6.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$658K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$12K | -185 | Closed |
|
|
CWA
27
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$11K | -168 | Closed |
|
28
Koshinski Asset Management
Decatur,
Illinois
| – | -$7.76K | -120 | Closed |
|
|
PFS
29
Prospera Financial Services
Dallas,
Texas
| – | -$2K | -25 | Closed |
|
FSZ Hedge Fund Activity: Q2 2022 in Review
22 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2022, worth a combined $22.1M — down 68% from $69.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FSZ and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $5.02M. The largest seller was First Trust Advisors, exiting entirely with an estimated $39.9M sold.
- 22 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2022, down from 26 in Q1 2022.
- Funds reported $22.1M of First Trust Switzerland AlphaDEX Fund stock for Q2 2022, down 68% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2022 and 7 closed out, a net change of -4 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2022 was Jane Street, an estimated $5.02M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2022 was First Trust Advisors, an estimated $39.9M sold.
Based on aggregated 13F filings for Q2 2022.