First Trust South Korea AlphaDEX Fund
FKO was delisted on the 30th of October, 2020.
16 hedge funds and large institutions have $13.1M invested in First Trust South Korea AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
1,209% more capital invested
Capital invested by funds: $1M → $13.1M (+$12.1M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
45% more funds holding
Funds holding: 11 → 16 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$9.18M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$1.05M |
| 3 |
Morgan Stanley
New York
|
+$677K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$430K |
| 5 |
Jane Street
New York
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$65K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
1
Hays Advisory
Franklin,
Tennessee
| $9.34M | +$9.18M | +380,652 | New |
|
|
FHA
2
First Horizon Advisors
Memphis,
Tennessee
| $1.04M | +$1.05M | +43,497 | New |
|
|
3
Morgan Stanley
New York
| $984K | +$677K | +28,082 | +233% |
|
|
4
Jane Street
New York
| $660K | +$285K | +11,801 | +78% |
|
|
5
Stifel Financial
St. Louis,
Missouri
| $434K | +$430K | +17,833 | New |
|
|
6
Goldman Sachs
New York
| $272K | -$65K | -2,695 | -20% |
|
|
PFS
7
Prospera Financial Services
Dallas,
Texas
| $228K | +$225K | +9,309 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $83K | +$81.7K | +3,385 | New |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $12K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $12K | +$8.08K | +335 | +248% |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $10K | – | – | – |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| $2K | -$23.1K | -956 | -91% |
|
|
MFS
15
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
FKO Hedge Fund Activity: Q3 2016 in Review
16 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust South Korea AlphaDEX Fund (FKO) for Q3 2016, worth a combined $13.1M — up 1,209% from $1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FKO positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Hays Advisory, opening a new position worth an estimated $9.18M. The largest seller was Goldman Sachs, cutting an estimated $65K.
- 16 institutional investors held First Trust South Korea AlphaDEX Fund (FKO) as of Q3 2016, up from 11 in Q2 2016.
- Funds reported $13.1M of First Trust South Korea AlphaDEX Fund stock for Q3 2016, up 1,209% quarter-over-quarter.
- 5 funds opened new First Trust South Korea AlphaDEX Fund positions in Q3 2016 and 0 closed out, a net change of +5 holders.
- The largest First Trust South Korea AlphaDEX Fund buyer in Q3 2016 was Hays Advisory, an estimated $9.18M added.
- The largest First Trust South Korea AlphaDEX Fund seller in Q3 2016 was Goldman Sachs, an estimated $65K sold.
Based on aggregated 13F filings for Q3 2016.