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First Trust Switzerland AlphaDEX Fund
FSZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$53.2M
3
Citadel Advisors
Citadel Advisors
Florida
$935K
4
LPL Financial
LPL Financial
California
$840K
5
Jane Street
Jane Street
New York
$321K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$373K
2
Osaic Holdings
Osaic Holdings
Arizona
$204K
3
Bank of America
Bank of America
North Carolina
$259K
4
Stifel Financial
Stifel Financial
Missouri
$842K
5
CPW
Catalyst Private Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$53.2M +$4.99M +82,616 +10%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$6.51M +107,901 +112%
Wells Fargo
3
Wells Fargo
California
$3.2M +$117K +1,932 +4%
RJA
4
Raymond James & Associates
Florida
$2.65M +$182K +3,021 +7%
OMC
5
Old Mission Capital
Illinois
$1.02M – – –
Citadel Advisors
6
Citadel Advisors
Florida
$935K +$470K +7,854 +101%
Stifel Financial
7
Stifel Financial
Missouri
$842K -$42.6K -706 -5%
LPL Financial
8
LPL Financial
California
$840K +$455K +7,530 +118%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$738K +$59.2K +980 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$607K +$311K +5,155 +105%
FTUS
11
Flow Traders U.S.
New York
$399K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$373K -$1.05M -17,453 -74%
CS
13
Credit Suisse
Switzerland
$363K +$57K +945 +19%
VSWA
14
Vontobel Swiss Wealth Advisors
Switzerland
$324K +$80.7K +1,339 +33%
Jane Street
15
Jane Street
New York
$321K +$321K +5,323 New
Bank of America
16
Bank of America
North Carolina
$259K -$58.4K -969 -18%
SG
17
StoneX Group
New York
$251K -$1.51K -25 -0.6%
FFS
18
Founders Financial Securities
Maryland
$244K +$244K +4,044 New
Osaic Holdings
19
Osaic Holdings
Arizona
$204K -$60.1K -992 -23%
MIM
20
MTM Investment Management
South Carolina
$146K +$146K +2,417 New
Citigroup
21
Citigroup
New York
$110K -$2.46K -41 -2%
CWA
22
Carolina Wealth Advisors
South Carolina
$10K – – –
UBS Group
23
UBS Group
Switzerland
$8K -$10.8K -168 -57%
TFA
24
Transamerica Financial Advisors
Florida
$8K -$258 -4 -3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$4K – – –
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