First Trust Switzerland AlphaDEX Fund
32 hedge funds and large institutions have $133M invested in First Trust Switzerland AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
10% more funds holding
Funds holding: 29 → 32 (+3)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
2.69% less ownership
Funds ownership: 92.26% → 89.57% (-2.7%)
13% less capital inflows, than outflows
Capital inflows: $7.71M | Capital outflows: $8.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.61M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$725K |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
+$591K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$358K |
| 5 |
Flow Traders U.S.
New York
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$4.41M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.52M |
| 4 |
Jane Street
New York
|
-$214K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$117K |
FSZ Hedge Fund Activity: Q4 2019 in Review
32 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2019, worth a combined $133M — up 9.7% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSZ positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.61M. The largest seller was Cerity Partners, exiting entirely with an estimated $4.41M sold.
- 32 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2019, up from 29 in Q3 2019.
- Funds reported $133M of First Trust Switzerland AlphaDEX Fund stock for Q4 2019, up 9.7% quarter-over-quarter.
- 8 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2019 and 5 closed out, a net change of +3 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2019 was Morgan Stanley, an estimated $4.61M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2019 was Cerity Partners, an estimated $4.41M sold.
Based on aggregated 13F filings for Q4 2019.