First Trust Switzerland AlphaDEX Fund
24 hedge funds and large institutions have $70M invested in First Trust Switzerland AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
1% less capital invested
Capital invested by funds: $70.9M → $70M (-$948K)
2.51% less ownership
Funds ownership: 83.89% → 81.38% (-2.5%)
4% less funds holding
Funds holding: 25 → 24 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$618K |
| 3 |
Jane Street
New York
|
+$609K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$362K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.29M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$658K |
| 3 |
Goldman Sachs
New York
|
-$556K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$265K |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$145K |
FSZ Hedge Fund Activity: Q1 2024 in Review
24 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Switzerland AlphaDEX Fund (FSZ) for Q1 2024, worth a combined $70M — down 1.3% from $70.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FSZ and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $1.4M. The largest seller was First Trust Advisors, cutting an estimated $1.29M.
- 24 institutional investors held First Trust Switzerland AlphaDEX Fund (FSZ) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $70M of First Trust Switzerland AlphaDEX Fund stock for Q1 2024, down 1.3% quarter-over-quarter.
- 3 funds opened new First Trust Switzerland AlphaDEX Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest First Trust Switzerland AlphaDEX Fund buyer in Q1 2024 was Morgan Stanley, an estimated $1.4M added.
- The largest First Trust Switzerland AlphaDEX Fund seller in Q1 2024 was First Trust Advisors, an estimated $1.29M sold.
Based on aggregated 13F filings for Q1 2024.