First Trust Switzerland AlphaDEX Fund
21 hedge funds and large institutions have $71M invested in First Trust Switzerland AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.
9% more capital invested
Capital invested by funds: $65M → $71M (+$5.94M)
2.95% more ownership
Funds ownership: 77.58% → 80.53% (+3%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
16% less funds holding
Funds holding: 25 → 21 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$2.3M |
| 2 |
Morgan Stanley
New York
|
+$1.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$714K |
| 4 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$136K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$53.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$718K |
| 2 |
Jane Street
New York
|
-$509K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$434K |
| 4 |
LPL Financial
San Diego,
California
|
-$318K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$198K |
FSZ Hedge Fund Activity: Q3 2024 in Review
21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q3 2024, worth a combined $71M — up 9.1% from $65M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FSZ and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $2.3M. The largest seller was CIBC World Market, exiting entirely with an estimated $718K sold.
- 21 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q3 2024, down from 25 in Q2 2024.
- Funds reported $71M of First Trust Switzerland AlphaDEX Fund stock for Q3 2024, up 9.1% quarter-over-quarter.
- 2 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q3 2024 and 5 closed out, a net change of -3 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $2.3M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q3 2024 was CIBC World Market, an estimated $718K sold.
Based on aggregated 13F filings for Q3 2024.