First Trust Switzerland AlphaDEX Fund
20 hedge funds and large institutions have $66.1M invested in First Trust Switzerland AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
57% more capital invested
Capital invested by funds: $42.1M → $66.1M (+$24M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
14.69% more ownership
Funds ownership: 78.96% → 93.66% (+15%)
5% more funds holding
Funds holding: 19 → 20 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$17.8M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$3.64M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$872K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$939K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$792K |
| 5 |
Jane Street
New York
|
-$662K |
FSZ Hedge Fund Activity: Q1 2015 in Review
20 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2015, worth a combined $66.1M — up 57% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSZ positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $17.8M. The largest seller was Morgan Stanley, cutting an estimated $2.15M.
- 20 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2015, up from 19 in Q4 2014.
- Funds reported $66.1M of First Trust Switzerland AlphaDEX Fund stock for Q1 2015, up 57% quarter-over-quarter.
- 4 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2015 and 3 closed out, a net change of +1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2015 was First Trust Advisors, an estimated $17.8M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2015 was Morgan Stanley, an estimated $2.15M sold.
Based on aggregated 13F filings for Q1 2015.