First Trust Switzerland AlphaDEX Fund
23 hedge funds and large institutions have $59.5M invested in First Trust Switzerland AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 5 closing their positions.
0.76% more ownership
Funds ownership: 81.15% → 81.91% (+0.76%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
12% less capital invested
Capital invested by funds: $67.3M → $59.5M (-$7.85M)
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.63M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.24M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$265K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$237K |
| 5 |
SG
StoneX Group
New York
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$11.7M |
| 2 |
Jane Street
New York
|
-$4.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$843K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$309K |
| 5 |
Morgan Stanley
New York
|
-$218K |
FSZ Hedge Fund Activity: Q3 2020 in Review
23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q3 2020, worth a combined $59.5M — down 12% from $67.3M a quarter earlier.
Fund positioning in FSZ was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.63M. The largest seller was First Trust Advisors, cutting an estimated $11.7M.
- 23 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $59.5M of First Trust Switzerland AlphaDEX Fund stock for Q3 2020, down 12% quarter-over-quarter.
- 5 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q3 2020 and 5 closed out, a net change of 0 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q3 2020 was Raymond James & Associates, an estimated $1.63M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q3 2020 was First Trust Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2020.