First Trust China AlphaDEX Fund
10 hedge funds and large institutions have $3.79M invested in First Trust China AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
944% more capital invested
Capital invested by funds: $363K → $3.79M (+$3.42M)
43% more funds holding
Funds holding: 7 → 10 (+3)
32.7% more ownership
Funds ownership: 2.73% → 35.42% (+33%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$811K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$653K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$355K |
| 5 |
Morgan Stanley
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.8K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8.62K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$223 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.35M | +$1.4M | +44,183 | New |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $780K | +$811K | +25,520 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $654K | +$653K | +20,548 | +2,375% |
|
|
4
Morgan Stanley
New York
| $463K | +$352K | +11,075 | +272% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $341K | +$355K | +11,161 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $72K | -$15.8K | -497 | -17% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $58K | -$8.62K | -271 | -13% |
|
|
SWM
8
SeaCrest Wealth Management
Purchase,
New York
| $58K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $6K | -$223 | -7 | -3% |
|
10
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
FCA Hedge Fund Activity: Q1 2018 in Review
10 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q1 2018, worth a combined $3.79M — up 944% from $363K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FCA positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.4M. The largest seller was Bank of America, cutting an estimated $15.8K.
- 10 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q1 2018, up from 7 in Q4 2017.
- Funds reported $3.79M of First Trust China AlphaDEX Fund stock for Q1 2018, up 944% quarter-over-quarter.
- 3 funds opened new First Trust China AlphaDEX Fund positions in Q1 2018 and 0 closed out, a net change of +3 holders.
- The largest First Trust China AlphaDEX Fund buyer in Q1 2018 was Jane Street, an estimated $1.4M added.
- The largest First Trust China AlphaDEX Fund seller in Q1 2018 was Bank of America, an estimated $15.8K sold.
Based on aggregated 13F filings for Q1 2018.