First Trust China AlphaDEX Fund
11 hedge funds and large institutions have $4.37M invested in First Trust China AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
169% more capital invested
Capital invested by funds: $1.62M → $4.37M (+$2.75M)
57% more funds holding
Funds holding: 7 → 11 (+4)
51.04% more ownership
Funds ownership: 32.1% → 83.14% (+51%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$571K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$428K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$247K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$48.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$192K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$22.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$263 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NewEdge Advisors
New Orleans,
Louisiana
| $1.66M | +$1.49M | +79,172 | New |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $758K | – | – | – |
|
|
3
LPL Financial
San Diego,
California
| $636K | +$571K | +30,261 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $477K | +$428K | +22,709 | New |
|
|
IWC
5
Integrated Wealth Concepts
Waltham,
Massachusetts
| $276K | +$247K | +13,120 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $264K | -$179K | -9,470 | -43% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $228K | -$192K | -10,157 | -48% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $54.4K | +$48.8K | +2,589 | New |
|
9
Simplex Trading
Chicago,
Illinois
| $10K | +$9.37K | +497 | New |
|
|
TFA
10
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
11
Morgan Stanley
New York
| $58 | +$19 | +1 | +100% |
|
|
IAIM
12
International Assets Investment Management
Orlando,
Florida
| – | -$22.4K | -1,108 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$263 | -13 | Closed |
|
FCA Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q3 2024, worth a combined $4.37M — up 169% from $1.62M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FCA positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $192K.
- 11 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $4.37M of First Trust China AlphaDEX Fund stock for Q3 2024, up 169% quarter-over-quarter.
- 6 funds opened new First Trust China AlphaDEX Fund positions in Q3 2024 and 2 closed out, a net change of +4 holders.
- The largest First Trust China AlphaDEX Fund buyer in Q3 2024 was NewEdge Advisors, an estimated $1.49M added.
- The largest First Trust China AlphaDEX Fund seller in Q3 2024 was Bank of America, an estimated $192K sold.
Based on aggregated 13F filings for Q3 2024.