First Trust South Korea AlphaDEX Fund
FKO was delisted on the 30th of October, 2020.
10 hedge funds and large institutions have $1.87M invested in First Trust South Korea AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
53% less capital invested
Capital invested by funds: $4.01M → $1.87M (-$2.14M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$554K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$275K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$285K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$77.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $762K | -$77.1K | -2,725 | -10% |
|
|
WI
2
WBI Investments
Red Bank,
New Jersey
| $576K | +$554K | +19,560 | New |
|
|
CS
3
Credit Suisse
Zurich,
Switzerland
| $287K | +$275K | +9,726 | New |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $124K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $91K | -$106K | -3,740 | -55% |
|
6
Morgan Stanley
New York
| $15K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $4K | -$28.3K | -1,000 | -87% |
|
|
FAAS
9
First Allied Advisory Services
San Diego,
California
| $2K | +$2.27K | +80 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$2.62M | -99,403 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$285K | -10,811 | Closed |
|
FKO Hedge Fund Activity: Q4 2017 in Review
10 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust South Korea AlphaDEX Fund (FKO) for Q4 2017, worth a combined $1.87M — down 53% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FKO positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $554K. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.62M sold.
- 10 institutional investors held First Trust South Korea AlphaDEX Fund (FKO) as of Q4 2017, up from 9 in Q3 2017.
- Funds reported $1.87M of First Trust South Korea AlphaDEX Fund stock for Q4 2017, down 53% quarter-over-quarter.
- 3 funds opened new First Trust South Korea AlphaDEX Fund positions in Q4 2017 and 2 closed out, a net change of +1 holder.
- The largest First Trust South Korea AlphaDEX Fund buyer in Q4 2017 was WBI Investments, an estimated $554K added.
- The largest First Trust South Korea AlphaDEX Fund seller in Q4 2017 was Old Mission Capital, an estimated $2.62M sold.
Based on aggregated 13F filings for Q4 2017.