First Trust Switzerland AlphaDEX Fund
25 hedge funds and large institutions have $80.4M invested in First Trust Switzerland AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11.64% more ownership
Funds ownership: 83.45% → 95.09% (+12%)
9% more funds holding
Funds holding: 23 → 25 (+2)
4% more capital invested
Capital invested by funds: $77M → $80.4M (+$3.39M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Syon Capital
San Francisco,
California
|
+$3.6M |
| 2 |
Morgan Stanley
New York
|
+$2.58M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$565K |
| 4 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$563K |
| 5 |
Goldman Sachs
New York
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.77M |
| 2 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$2M |
| 3 |
Jane Street
New York
|
-$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$872K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$872K | -15,122 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$635K | -11,007 | Closed |
|
|
FIA
28
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$243K | -4,208 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$13.6K | -235 | Closed |
|
FSZ Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2023, worth a combined $80.4M — up 4.4% from $77M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FSZ positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Syon Capital, opening a new position worth an estimated $3.6M. The largest seller was First Trust Advisors, cutting an estimated $8.77M.
- 25 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $80.4M of First Trust Switzerland AlphaDEX Fund stock for Q4 2023, up 4.4% quarter-over-quarter.
- 6 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2023 was Syon Capital, an estimated $3.6M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2023 was First Trust Advisors, an estimated $8.77M sold.
Based on aggregated 13F filings for Q4 2023.