FSZ icon

First Trust Switzerland AlphaDEX Fund

19 hedge funds and large institutions have $42.1M invested in First Trust Switzerland AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
19
Holders Change
-6
Holders Change %
-24%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$10.9M +$3.33M +87,513 +44%
AP
2
Atwood & Palmer
Missouri
$9.23M +$4.13M +108,495 +81%
Morgan Stanley
3
Morgan Stanley
New York
$8.9M -$6.14M -161,372 -41%
Wells Fargo
4
Wells Fargo
California
$2.03M +$2M +52,619 +8,046%
Bank of America
5
Bank of America
North Carolina
$1.4M +$566K +14,886 +68%
UBS Group
6
UBS Group
Switzerland
$1.37M +$1.37M +35,985 New
VKH
7
Virtu KCG Holdings
New York
$1.29M +$369K +9,705 +40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.22M -$295K -7,765 -19%
RJA
9
Raymond James & Associates
Florida
$1.09M -$666K -17,493 -38%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$933K -$1.29M -33,898 -58%
Ameriprise
11
Ameriprise
Minnesota
$809K -$89.7K -2,358 -10%
Stifel Financial
12
Stifel Financial
Missouri
$792K +$162K +4,256 +26%
Jane Street
13
Jane Street
New York
$662K +$363K +9,555 +122%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$613K +$613K +16,123 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$513K -$8.44M -221,849 -94%
YMRC
16
Yorktown Management & Research Company
Virginia
$266K +$266K +7,000 New
MFS
17
MSI Financial Services
Massachusetts
$11K
FSIM
18
F-Squared Investment Management
Massachusetts
-$106M -2,720,129 Closed
JG
19
Jefferies Group
New York
-$1.15M -29,460 Closed
PI
20
Placemark Investments
Illinois
-$1.15M -29,307 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$820K -21,009 Closed
LPL Financial
22
LPL Financial
California
-$620K -16,062 Closed
B
23
Baird
Wisconsin
-$354K -9,070 Closed
WEC
24
Winslow Evans & Crocker
Massachusetts
-$40.5K -1,040 Closed
S
25
SignatureFD
Georgia
-$17K -443 Closed