First Trust Switzerland AlphaDEX Fund
25 hedge funds and large institutions have $65M invested in First Trust Switzerland AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 24 → 25 (+1)
3.8% less ownership
Funds ownership: 81.38% → 77.58% (-3.8%)
7% less capital invested
Capital invested by funds: $70M → $65M (-$4.97M)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$709K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$126K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$39.8K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$32.1K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$31.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.37M |
| 2 |
Morgan Stanley
New York
|
-$1.72M |
| 3 |
Jane Street
New York
|
-$1.27M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$387K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
26
Cyndeo Wealth Partners
St. Petersburg,
Florida
| – | -$387K | -6,080 | Closed |
|
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$369K | -5,758 | Closed |
|
FSZ Hedge Fund Activity: Q2 2024 in Review
25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2024, worth a combined $65M — down 7.1% from $70M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSZ positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 13 trimmed.
The largest buyer was CIBC World Market, opening a new position worth an estimated $709K. The largest seller was First Trust Advisors, cutting an estimated $2.37M.
- 25 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $65M of First Trust Switzerland AlphaDEX Fund stock for Q2 2024, down 7.1% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2024 was CIBC World Market, an estimated $709K added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2024 was First Trust Advisors, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2024.