First Trust China AlphaDEX Fund
13 hedge funds and large institutions have $4.14M invested in First Trust China AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
53% more capital invested
Capital invested by funds: $2.7M → $4.14M (+$1.44M)
13.88% more ownership
Funds ownership: 38.09% → 51.96% (+14%)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$1.07M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$809K |
| 3 |
Jane Street
New York
|
+$464K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$311K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.5K |
| 3 |
Morgan Stanley
New York
|
-$8.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1IA
1
1834 Investment Advisors
Milwaukee,
Wisconsin
| $1.11M | +$1.07M | +40,766 | New |
|
|
2
Jane Street
New York
| $733K | +$464K | +17,692 | +191% |
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $681K | – | – | – |
|
4
LPL Financial
San Diego,
California
| $659K | +$267K | +10,191 | +73% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $401K | +$289K | +11,030 | +298% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $347K | +$311K | +11,864 | +1,372% |
|
|
7
Morgan Stanley
New York
| $60K | -$8.49K | -324 | -13% |
|
|
SWM
8
SeaCrest Wealth Management
Purchase,
New York
| $52K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $38K | +$15.7K | +600 | +75% |
|
|
10
Macquarie Group
Sydney, NSW 2000,
Australia
| $27K | +$809K | +30,871 | New |
|
|
QCIG
11
Quad-Cities Investment Group
Davenport,
Iowa
| $20K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $5K | -$16.5K | -630 | -76% |
|
13
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.3M | -54,448 | Closed |
|
FCA Hedge Fund Activity: Q1 2019 in Review
13 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q1 2019, worth a combined $4.14M — up 53% from $2.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FCA positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was 1834 Investment Advisors, opening a new position worth an estimated $1.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.3M sold.
- 13 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q1 2019, up from 12 in Q4 2018.
- Funds reported $4.14M of First Trust China AlphaDEX Fund stock for Q1 2019, up 53% quarter-over-quarter.
- 2 funds opened new First Trust China AlphaDEX Fund positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest First Trust China AlphaDEX Fund buyer in Q1 2019 was 1834 Investment Advisors, an estimated $1.07M added.
- The largest First Trust China AlphaDEX Fund seller in Q1 2019 was Susquehanna International Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2019.