First Trust South Korea AlphaDEX Fund
FKO was delisted on the 30th of October, 2020.
12 hedge funds and large institutions have $3.13M invested in First Trust South Korea AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 6 → 12 (+6)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
8% less capital invested
Capital invested by funds: $3.42M → $3.13M (-$287K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$235K |
| 2 |
Jane Street
New York
|
+$235K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$124K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$16.7K |
| 5 |
Morgan Stanley
New York
|
+$12.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$577K |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.5M | +$124K | +4,745 | +9% |
|
2
Goldman Sachs
New York
| $417K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $348K | -$577K | -22,052 | -62% |
|
|
AGA
4
Accuvest Global Advisors
Provo,
Utah
| $314K | -$114K | -4,360 | -27% |
|
|
5
Jane Street
New York
| $236K | +$235K | +8,997 | New |
|
|
6
Creative Planning
Overland Park,
Kansas
| $236K | +$235K | +9,000 | New |
|
|
7
Morgan Stanley
New York
| $44K | +$12.4K | +473 | +39% |
|
|
U
8
UBS
Zurich,
Switzerland
| $17K | +$16.7K | +638 | New |
|
|
AIG
9
American International Group
New York
| $10.5K | +$10.5K | +400 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $8K | +$7.84K | +300 | New |
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | +$2.22K | +85 | New |
|
|
MFS
12
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
FKO Hedge Fund Activity: Q1 2014 in Review
12 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in First Trust South Korea AlphaDEX Fund (FKO) for Q1 2014, worth a combined $3.13M — down 8.4% from $3.42M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FKO positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $235K. The largest seller was Royal Bank of Canada, cutting an estimated $577K.
- 12 institutional investors held First Trust South Korea AlphaDEX Fund (FKO) as of Q1 2014, up from 6 in Q4 2013.
- Funds reported $3.13M of First Trust South Korea AlphaDEX Fund stock for Q1 2014, down 8.4% quarter-over-quarter.
- 6 funds opened new First Trust South Korea AlphaDEX Fund positions in Q1 2014 and 0 closed out, a net change of +6 holders.
- The largest First Trust South Korea AlphaDEX Fund buyer in Q1 2014 was Creative Planning, an estimated $235K added.
- The largest First Trust South Korea AlphaDEX Fund seller in Q1 2014 was Royal Bank of Canada, an estimated $577K sold.
Based on aggregated 13F filings for Q1 2014.