First Trust South Korea AlphaDEX Fund
FKO was delisted on the 30th of October, 2020.
11 hedge funds and large institutions have $1M invested in First Trust South Korea AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $854K → $1M (+$146K)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$225K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.4K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.13K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$49.3K |
| 2 |
AIG
American International Group
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $346K | -$49.3K | -2,126 | -12% |
|
2
Goldman Sachs
New York
| $316K | – | – | – |
|
|
3
Morgan Stanley
New York
| $275K | +$225K | +9,714 | +420% |
|
|
4
UBS Group
Zurich,
Switzerland
| $24K | +$19.4K | +836 | +387% |
|
|
WA
5
WFG Advisors
Dallas,
Texas
| $11K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $9K | +$2.32K | +100 | +33% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $9K | +$9.28K | +400 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $3K | +$3.13K | +135 | New |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
AIG
11
American International Group
New York
| – | -$10K | -400 | Closed |
|
FKO Hedge Fund Activity: Q2 2016 in Review
11 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust South Korea AlphaDEX Fund (FKO) for Q2 2016, worth a combined $1M — up 17% from $854K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FKO positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $225K. The largest seller was Jane Street, cutting an estimated $49.3K.
- 11 institutional investors held First Trust South Korea AlphaDEX Fund (FKO) as of Q2 2016, up from 10 in Q1 2016.
- Funds reported $1M of First Trust South Korea AlphaDEX Fund stock for Q2 2016, up 17% quarter-over-quarter.
- 2 funds opened new First Trust South Korea AlphaDEX Fund positions in Q2 2016 and 1 closed out, a net change of +1 holder.
- The largest First Trust South Korea AlphaDEX Fund buyer in Q2 2016 was Morgan Stanley, an estimated $225K added.
- The largest First Trust South Korea AlphaDEX Fund seller in Q2 2016 was Jane Street, an estimated $49.3K sold.
Based on aggregated 13F filings for Q2 2016.