First Trust Switzerland AlphaDEX Fund
26 hedge funds and large institutions have $63.3M invested in First Trust Switzerland AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
24% more funds holding
Funds holding: 21 → 26 (+5)
3.53% more ownership
Funds ownership: 80.53% → 84.06% (+3.5%)
11% less capital invested
Capital invested by funds: $71M → $63.3M (-$7.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$615K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$567K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$454K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$413K |
| 5 |
LPL Financial
San Diego,
California
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$776K |
| 3 |
SG
StoneX Group
New York
|
-$235K |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$220K |
| 5 |
SC
Syon Capital
San Francisco,
California
|
-$143K |
FSZ Hedge Fund Activity: Q4 2024 in Review
26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2024, worth a combined $63.3M — down 11% from $71M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSZ positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $615K. The largest seller was Morgan Stanley, cutting an estimated $2.2M.
- 26 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $63.3M of First Trust Switzerland AlphaDEX Fund stock for Q4 2024, down 11% quarter-over-quarter.
- 8 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2024 was Jane Street, an estimated $615K added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2024.