First Trust China AlphaDEX Fund
5 hedge funds and large institutions have $3.23M invested in First Trust China AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
25% more capital invested
Capital invested by funds: $2.58M → $3.23M (+$656K)
1.34% more ownership
Funds ownership: 47.73% → 49.07% (+1.3%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$546K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$201K |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$119K |
| 4 |
Morgan Stanley
New York
|
-$36.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.05M | +$1.1M | +47,311 | +10,680% |
|
|
2
Morgan Stanley
New York
| $759K | -$36.1K | -1,550 | -4% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $693K | -$546K | -23,463 | -43% |
|
|
BSW
4
Buckingham Strategic Wealth
Clayton,
Missouri
| $439K | +$466K | +20,000 | New |
|
|
AGA
5
Accuvest Global Advisors
Provo,
Utah
| $292K | -$119K | -5,095 | -28% |
|
|
6
Stifel Financial
St. Louis,
Missouri
| – | -$201K | -9,323 | Closed |
|
FCA Hedge Fund Activity: Q3 2014 in Review
5 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q3 2014, worth a combined $3.23M — up 25% from $2.58M a quarter earlier.
Fund positioning in FCA was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.1M. The largest seller was Susquehanna International Group, cutting an estimated $546K.
- 5 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $3.23M of First Trust China AlphaDEX Fund stock for Q3 2014, up 25% quarter-over-quarter.
- 1 fund opened new First Trust China AlphaDEX Fund positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest First Trust China AlphaDEX Fund buyer in Q3 2014 was Royal Bank of Canada, an estimated $1.1M added.
- The largest First Trust China AlphaDEX Fund seller in Q3 2014 was Susquehanna International Group, an estimated $546K sold.
Based on aggregated 13F filings for Q3 2014.