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First Trust China AlphaDEX Fund
FCA

11 hedge funds and large institutions have $3.58M invested in First Trust China AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $3.28M → $3.58M (+$298K)

4.06% more ownership

Funds ownership: 50.57% → 54.63% (+4.1%)

21% less funds holding

Funds holding: 14 → 11 (-3)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.04M
2
Bank of America
Bank of America
North Carolina
+$494K
3
Morgan Stanley
Morgan Stanley
New York
+$4.58K
4
UBS Group
UBS Group
Switzerland
+$687
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$19

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$523K
2
FTUS
Flow Traders U.S.
New York
-$192K
3
HF
HRT Financial
New York
-$185K
4
OMC
Old Mission Capital
Illinois
-$165K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.05M +$1.04M +55,941 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$675K – – –
OMC
3
Old Mission Capital
Illinois
$624K -$165K -8,883 -21%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$521K -$131K -7,044 -20%
Bank of America
5
Bank of America
North Carolina
$498K +$494K +26,635 New
Jane Street
6
Jane Street
New York
$204K -$523K -28,193 -72%
Morgan Stanley
7
Morgan Stanley
New York
$4.7K +$4.58K +247 +6,175%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.89K – – –
UBS Group
9
UBS Group
Switzerland
$1.03K +$687 +37 +206%
TFA
10
Transamerica Financial Advisors
Florida
$1K – – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$19 +$19 +1 New
FTUS
12
Flow Traders U.S.
New York
– -$192K -10,355 Closed
HF
13
HRT Financial
New York
– -$185K -10,000 Closed
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
– -$46.4K -2,496 Closed
DWA
15
Delos Wealth Advisors
Texas
– -$16K -865 Closed
RIL
16
Rothschild Investment LLC
Illinois
– -$10.2K -550 Closed
IA
17
IFP Advisors
Florida
– -$4.63K -250 Closed

FCA Hedge Fund Activity: Q1 2024 in Review

11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q1 2024, worth a combined $3.58M — up 9.1% from $3.28M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCA and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.04M. The largest seller was Jane Street, cutting an estimated $523K.

  • 11 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q1 2024, down from 14 in Q4 2023.
  • Funds reported $3.58M of First Trust China AlphaDEX Fund stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 3 funds opened new First Trust China AlphaDEX Fund positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest First Trust China AlphaDEX Fund buyer in Q1 2024 was LPL Financial, an estimated $1.04M added.
  • The largest First Trust China AlphaDEX Fund seller in Q1 2024 was Jane Street, an estimated $523K sold.

Based on aggregated 13F filings for Q1 2024.