First Trust China AlphaDEX Fund
14 hedge funds and large institutions have $3.28M invested in First Trust China AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more funds holding
Funds holding: 10 → 14 (+4)
3.02% more ownership
Funds ownership: 47.55% → 50.57% (+3%)
19% less capital invested
Capital invested by funds: $4.04M → $3.28M (-$762K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$165K |
| 2 |
Jane Street
New York
|
+$117K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.4K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$10K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$759K |
| 2 |
Rockefeller Capital Management
New York
|
-$201K |
| 3 |
HF
HRT Financial
New York
|
-$52.6K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $783K | +$165K | +9,064 | +27% |
|
|
2
Jane Street
New York
| $724K | +$117K | +6,438 | +20% |
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $669K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $646K | -$9.24K | -508 | -1% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $192K | -$759K | -41,753 | -80% |
|
|
HF
6
HRT Financial
New York
| $185K | -$52.6K | -2,894 | -22% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $46.4K | +$45.4K | +2,496 | New |
|
|
DWA
8
Delos Wealth Advisors
Dallas,
Texas
| $16K | – | – | – |
|
|
RIL
9
Rothschild Investment LLC
Chicago,
Illinois
| $10.2K | +$10K | +550 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $4.63K | +$4.55K | +250 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $1.87K | – | – | – |
|
|
TFA
12
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
13
UBS Group
Zurich,
Switzerland
| $333 | +$327 | +18 | New |
|
14
Morgan Stanley
New York
| $76 | +$73 | +4 | New |
|
|
15
Rockefeller Capital Management
New York
| – | -$201K | -10,628 | Closed |
|
FCA Hedge Fund Activity: Q4 2023 in Review
14 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q4 2023, worth a combined $3.28M — down 19% from $4.04M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FCA positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $165K. The largest seller was Flow Traders U.S., cutting an estimated $759K.
- 14 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $3.28M of First Trust China AlphaDEX Fund stock for Q4 2023, down 19% quarter-over-quarter.
- 5 funds opened new First Trust China AlphaDEX Fund positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest First Trust China AlphaDEX Fund buyer in Q4 2023 was Old Mission Capital, an estimated $165K added.
- The largest First Trust China AlphaDEX Fund seller in Q4 2023 was Flow Traders U.S., an estimated $759K sold.
Based on aggregated 13F filings for Q4 2023.