First Trust Switzerland AlphaDEX Fund
24 hedge funds and large institutions have $83.2M invested in First Trust Switzerland AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
492% more capital invested
Capital invested by funds: $14.1M → $83.2M (+$69.1M)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
34.23% more ownership
Funds ownership: 49.95% → 84.17% (+34%)
33% more funds holding
Funds holding: 18 → 24 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$54.1M |
| 2 |
Morgan Stanley
New York
|
+$4.16M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.29M |
| 4 |
Jane Street
New York
|
+$1.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$743K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$1.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$685K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$197K |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
-$81.8K |
FSZ Hedge Fund Activity: Q4 2022 in Review
24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q4 2022, worth a combined $83.2M — up 492% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSZ positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $54.1M. The largest seller was Prudential Financial, exiting entirely with an estimated $1.74M sold.
- 24 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $83.2M of First Trust Switzerland AlphaDEX Fund stock for Q4 2022, up 492% quarter-over-quarter.
- 8 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $54.1M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q4 2022 was Prudential Financial, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2022.