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First Trust Switzerland AlphaDEX Fund

25 hedge funds and large institutions have $80.4M invested in First Trust Switzerland AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$40.5M -$9.63M -148,015 -19%
Morgan Stanley
2
Morgan Stanley
New York
$15M +$2.84M +43,620 +23%
Vontobel Holding
3
Vontobel Holding
Switzerland
$7.28M -$3.06K -47 -0%
SC
4
Syon Capital
California
$3.95M +$3.95M +60,778 New
Wells Fargo
5
Wells Fargo
California
$2.67M +$156K +2,394 +6%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.19M -$321K -4,937 -13%
Jane Street
7
Jane Street
New York
$2.14M -$1.5M -23,060 -41%
CCA
8
Cottonwood Capital Advisors
Utah
$1.23M -$56.1K -863 -4%
TFA
9
Transamerica Financial Advisors
Florida
$986K +$621K +9,536 +170%
Stifel Financial
10
Stifel Financial
Missouri
$723K -$1.04K -16 -0.1%
PCH
11
PGIM Custom Harvest
New Jersey
$618K +$618K +9,507 New
Goldman Sachs
12
Goldman Sachs
New York
$556K +$556K +8,555 New
CWP
13
Cyndeo Wealth Partners
Florida
$546K -$2.2M -33,785 -80%
LPL Financial
14
LPL Financial
California
$387K -$8.39K -129 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$380K
RJA
16
Raymond James & Associates
Florida
$344K -$2.6K -40 -0.7%
OMC
17
Old Mission Capital
Illinois
$265K +$265K +4,074 New
SG
18
StoneX Group
New York
$202K +$202K +3,105 New
Osaic Holdings
19
Osaic Holdings
Arizona
$183K
MIM
20
MTM Investment Management
South Carolina
$121K
ASN
21
Advisory Services Network
Georgia
$54.2K +$54.2K +833 New
UBS Group
22
UBS Group
Switzerland
$21.3K +$13.2K +203 +162%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$7.55K +$4.94K +76 +190%
Comerica Bank
25
Comerica Bank
Texas
$4.94K -$15K -231 -75%