First Trust Hong Kong AlphaDEX Fund
FHK was delisted on the 28th of October, 2020.
27 hedge funds and large institutions have $81.3M invested in First Trust Hong Kong AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
120% more capital invested
Capital invested by funds: $36.9M → $81.3M (+$44.3M)
42% more funds holding
Funds holding: 19 → 27 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.2M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$9.09M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$3.59M |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$3.37M |
| 5 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.59M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$729K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$500K |
| 4 |
Jane Street
New York
|
-$345K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $17.2K | +$16.2K | +400 | New |
|
|
27
Jane Street
New York
| – | -$345K | -9,018 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$4K | -100 | Closed |
|
FHK Hedge Fund Activity: Q1 2015 in Review
27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Hong Kong AlphaDEX Fund (FHK) for Q1 2015, worth a combined $81.3M — up 120% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FHK positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $18.2M. The largest seller was Morgan Stanley, cutting an estimated $2.59M.
- 27 institutional investors held First Trust Hong Kong AlphaDEX Fund (FHK) as of Q1 2015, up from 19 in Q4 2014.
- Funds reported $81.3M of First Trust Hong Kong AlphaDEX Fund stock for Q1 2015, up 120% quarter-over-quarter.
- 10 funds opened new First Trust Hong Kong AlphaDEX Fund positions in Q1 2015 and 2 closed out, a net change of +8 holders.
- The largest First Trust Hong Kong AlphaDEX Fund buyer in Q1 2015 was First Trust Advisors, an estimated $18.2M added.
- The largest First Trust Hong Kong AlphaDEX Fund seller in Q1 2015 was Morgan Stanley, an estimated $2.59M sold.
Based on aggregated 13F filings for Q1 2015.