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First Trust Switzerland AlphaDEX Fund
FSZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$718K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$478K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$2.26M
4
IAIM
International Assets Investment Management
Florida
$32.5K
5
MG
Mather Group
Illinois
$31.9K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$36.5M
2
Morgan Stanley
Morgan Stanley
New York
$7.12M
3
Jane Street
Jane Street
New York
$1.45M
4
CWP
Cyndeo Wealth Partners
Florida
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Cyndeo Wealth Partners
Florida
– -$387K -6,080 Closed
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
– -$369K -5,758 Closed
1
2