First Trust Switzerland AlphaDEX Fund
25 hedge funds and large institutions have $79.4M invested in First Trust Switzerland AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
1,001% more capital inflows, than outflows
Capital inflows: $13.1M | Capital outflows: $1.19M
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
9% more funds holding
Funds holding: 23 → 25 (+2)
0.33% more ownership
Funds ownership: 81.91% → 82.24% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$444K |
| 4 |
LPL Financial
San Diego,
California
|
+$426K |
| 5 |
Jane Street
New York
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$987K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$54.8K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$39.9K |
| 5 |
Catalyst Private Wealth
San Mateo,
California
|
-$35K |
FSZ Hedge Fund Activity: Q4 2020 in Review
25 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2020, worth a combined $79.4M — up 33% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSZ positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.1M. The largest seller was Susquehanna International Group, cutting an estimated $987K.
- 25 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $79.4M of First Trust Switzerland AlphaDEX Fund stock for Q4 2020, up 33% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2020 was Morgan Stanley, an estimated $6.1M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2020 was Susquehanna International Group, an estimated $987K sold.
Based on aggregated 13F filings for Q4 2020.