First Trust China AlphaDEX Fund
8 hedge funds and large institutions have $19.8M invested in First Trust China AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
512% more capital invested
Capital invested by funds: $3.23M → $19.8M (+$16.6M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
78.49% more ownership
Funds ownership: 49.07% → 127.56% (+78%)
60% more funds holding
Funds holding: 5 → 8 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$12M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.97M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$979K |
| 4 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$902K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$88.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGA
1
Accuvest Global Advisors
Provo,
Utah
| $12.4M | +$12M | +533,858 | +4,016% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.07M | +$2.97M | +131,761 | +276% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.7M | +$979K | +43,434 | +138% |
|
|
4
Morgan Stanley
New York
| $696K | -$88.3K | -3,918 | -11% |
|
|
AAP
5
Ardsley Advisory Partners
Stamford,
Connecticut
| $465K | +$902K | +40,000 | New |
|
|
BSW
6
Buckingham Strategic Wealth
Clayton,
Missouri
| $453K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $12K | +$11.6K | +516 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1K | +$1.24K | +55 | New |
|
FCA Hedge Fund Activity: Q4 2014 in Review
8 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q4 2014, worth a combined $19.8M — up 512% from $3.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FCA positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Accuvest Global Advisors, adding an estimated $12M. The largest seller was Morgan Stanley, cutting an estimated $88.3K.
- 8 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q4 2014, up from 5 in Q3 2014.
- Funds reported $19.8M of First Trust China AlphaDEX Fund stock for Q4 2014, up 512% quarter-over-quarter.
- 3 funds opened new First Trust China AlphaDEX Fund positions in Q4 2014 and 0 closed out, a net change of +3 holders.
- The largest First Trust China AlphaDEX Fund buyer in Q4 2014 was Accuvest Global Advisors, an estimated $12M added.
- The largest First Trust China AlphaDEX Fund seller in Q4 2014 was Morgan Stanley, an estimated $88.3K sold.
Based on aggregated 13F filings for Q4 2014.