First Trust Switzerland AlphaDEX Fund
23 hedge funds and large institutions have $77M invested in First Trust Switzerland AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
1.4% less ownership
Funds ownership: 84.85% → 83.45% (-1.4%)
28% less capital invested
Capital invested by funds: $107M → $77M (-$30M)
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$918K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$256K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$18.6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$24.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$907K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$887K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$683K |
FSZ Hedge Fund Activity: Q3 2023 in Review
23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q3 2023, worth a combined $77M — down 28% from $107M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FSZ positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $2.88M. The largest seller was First Trust Advisors, cutting an estimated $24.7M.
- 23 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q3 2023, up from 22 in Q2 2023.
- Funds reported $77M of First Trust Switzerland AlphaDEX Fund stock for Q3 2023, down 28% quarter-over-quarter.
- 5 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q3 2023 was Jane Street, an estimated $2.88M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q3 2023 was First Trust Advisors, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2023.