We are live on ! Find out more
FSZ icon

First Trust Switzerland AlphaDEX Fund
FSZ

18 hedge funds and large institutions have $37.3M invested in First Trust Switzerland AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

80% more funds holding

Funds holding: 10 → 18 (+8)

44% more capital invested

Capital invested by funds: $25.9M → $37.3M (+$11.5M)

2.21% more ownership

Funds ownership: 70.16% → 72.38% (+2.2%)

Holders
18
Holders Change
+8
Holders Change %
+80%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AP
Atwood & Palmer
Missouri
+$4.09M
2
Morgan Stanley
Morgan Stanley
New York
+$4M
3
U
UBS
Switzerland
+$1.5M
4
Jane Street
Jane Street
New York
+$1.43M
5
Bank of America
Bank of America
North Carolina
+$771K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20M +$4M +91,666 +25%
AP
2
Atwood & Palmer
Missouri
$4.03M +$4.09M +93,595 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.85M +$565K +12,931 +43%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.83M +$132K +3,028 +8%
RJA
5
Raymond James & Associates
Florida
$1.64M +$194K +4,453 +13%
U
6
UBS
Switzerland
$1.5M +$1.5M +34,417 +6,735%
Jane Street
7
Jane Street
New York
$1.41M +$1.43M +32,732 New
LPL Financial
8
LPL Financial
California
$1M +$361K +8,272 +55%
Bank of America
9
Bank of America
North Carolina
$923K +$771K +17,657 +463%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$736K -$2.63M -60,165 -78%
Ameriprise
11
Ameriprise
Minnesota
$725K +$222K +5,089 +43%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$681K +$692K +15,834 New
Stifel Financial
13
Stifel Financial
Missouri
$611K +$72.8K +1,666 +13%
B
14
Baird
Wisconsin
$387K +$393K +8,988 New
Creative Planning
15
Creative Planning
Kansas
$31K +$31.7K +726 New
BRWA
16
B. Riley Wealth Advisors
Florida
$21.5K +$21.8K +500 New
NFG
17
Next Financial Group
Texas
$19K +$20.3K +465 New
Deutsche Bank
18
Deutsche Bank
Germany
$11K +$12.2K +279 New

FSZ Hedge Fund Activity: Q2 2014 in Review

18 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2014, worth a combined $37.3M — up 44% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FSZ positions and 0 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $4.09M. The largest seller was Susquehanna International Group, cutting an estimated $2.63M.

  • 18 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2014, up from 10 in Q1 2014.
  • Funds reported $37.3M of First Trust Switzerland AlphaDEX Fund stock for Q2 2014, up 44% quarter-over-quarter.
  • 8 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2014 and 0 closed out, a net change of +8 holders.
  • The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2014 was Atwood & Palmer, an estimated $4.09M added.
  • The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2014 was Susquehanna International Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2014.