First Trust Switzerland AlphaDEX Fund
22 hedge funds and large institutions have $107M invested in First Trust Switzerland AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $96.4M → $107M (+$10.6M)
10% more funds holding
Funds holding: 20 → 22 (+2)
0.62% less ownership
Funds ownership: 85.47% → 84.85% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.71M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$903K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.06M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$810K |
| 3 |
Goldman Sachs
New York
|
-$615K |
| 4 |
Vontobel Holding
Zurich,
Switzerland
|
-$200K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$107K |
FSZ Hedge Fund Activity: Q2 2023 in Review
22 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q2 2023, worth a combined $107M — up 11% from $96.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSZ positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.71M. The largest seller was Jane Street, cutting an estimated $3.06M.
- 22 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q2 2023, up from 20 in Q1 2023.
- Funds reported $107M of First Trust Switzerland AlphaDEX Fund stock for Q2 2023, up 11% quarter-over-quarter.
- 4 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q2 2023 was Morgan Stanley, an estimated $6.71M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q2 2023 was Jane Street, an estimated $3.06M sold.
Based on aggregated 13F filings for Q2 2023.