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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.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$70.7M +$4.64M +77,345 +7%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$6.51M +108,479 +137%
Vontobel Holding
3
Vontobel Holding
Switzerland
$6.76M -$194K -3,229 -3%
Wells Fargo
4
Wells Fargo
California
$3.2M +$1.14M +18,981 +55%
CWP
5
Cyndeo Wealth Partners
Florida
$2.53M +$104K +1,730 +4%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.36M -$104K -1,731 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$1.8M +$876K +14,587 +95%
CCA
8
Cottonwood Capital Advisors
Utah
$1.2M -$28.2K -469 -2%
TFA
9
Transamerica Financial Advisors
Florida
$965K -$81K -1,348 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$916K +$850K +14,168 +1,295%
LPL Financial
11
LPL Financial
California
$853K +$507K +8,448 +147%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$683K +$683K +11,381 New
Stifel Financial
13
Stifel Financial
Missouri
$677K -$2.34K -39 -0.3%
WEG
14
World Equity Group
Illinois
$674K +$674K +11,221 New
Jane Street
15
Jane Street
New York
$508K -$2.97M -49,386 -85%
LS
16
Leelyn Smith
Illinois
$480K +$480K +8,001 New
HighTower Advisors
17
HighTower Advisors
Illinois
$356K
RJA
18
Raymond James & Associates
Florida
$320K +$14.1K +235 +5%
PAG
19
Private Advisory Group
Washington
$305K +$305K +5,077 New
Osaic Holdings
20
Osaic Holdings
Arizona
$272K +$84.6K +1,409 +45%
MIM
21
MTM Investment Management
South Carolina
$112K
UBS Group
22
UBS Group
Switzerland
$30.9K -$51.5K -858 -63%
OMC
23
Old Mission Capital
Illinois
-$810K -13,283 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$615K -10,086 Closed