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First Trust Switzerland AlphaDEX Fund

11 hedge funds and large institutions have $11.6M invested in First Trust Switzerland AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68.17% more ownership

Funds ownership: 0%68.17% (+68%)

Holders
11
Holders Change
+11
Holders Change %
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.71M +$3.84M +109,335 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.34M +$3.45M +98,350 New
Jane Street
3
Jane Street
New York
$1.59M +$1.64M +46,797 New
RJA
4
Raymond James & Associates
Florida
$1.31M +$1.36M +38,650 New
LPT
5
Legacy Private Trust
Wisconsin
$817K +$844K +24,054 New
Bank of America
6
Bank of America
North Carolina
$421K +$434K +12,378 New
LPL Financial
7
LPL Financial
California
$204K +$210K +6,000 New
Ameriprise
8
Ameriprise
Minnesota
$115K +$119K +3,397 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$47K +$48.5K +1,382 New
U
10
UBS
Switzerland
$17K +$17.3K +492 New
Citigroup
11
Citigroup
New York
+$421 +12 New

FSZ Hedge Fund Activity: Q2 2013 in Review

11 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2013, worth a combined $11.6M.

Buyers outnumbered sellers: 11 funds opened new FSZ positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.

  • 11 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $11.6M of First Trust Switzerland AlphaDEX Fund stock for Q2 2013.
  • 11 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +11 holders.

Based on aggregated 13F filings for Q2 2013.