First Trust Switzerland AlphaDEX Fund
24 hedge funds and large institutions have $70M invested in First Trust Switzerland AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
4% less funds holding
Funds holding: 25 → 24 (-1)
13% less capital invested
Capital invested by funds: $80.4M → $70M (-$10.4M)
13.71% less ownership
Funds ownership: 95.09% → 81.38% (-14%)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$618K |
| 2 |
Jane Street
New York
|
+$609K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$362K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$342K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.85M |
| 2 |
SC
Syon Capital
San Francisco,
California
|
-$1.91M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.29M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$658K |
| 5 |
Goldman Sachs
New York
|
-$556K |
FSZ Hedge Fund Activity: Q1 2024 in Review
24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2024, worth a combined $70M — down 13% from $80.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FSZ and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $618K. The largest seller was Morgan Stanley, cutting an estimated $5.85M.
- 24 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $70M of First Trust Switzerland AlphaDEX Fund stock for Q1 2024, down 13% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2024 was Citadel Advisors, an estimated $618K added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.85M sold.
Based on aggregated 13F filings for Q1 2024.