First Trust South Korea AlphaDEX Fund
FKO was delisted on the 30th of October, 2020.
9 hedge funds and large institutions have $1.56M invested in First Trust South Korea AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
10% less funds holding
Funds holding: 10 → 9 (-1)
16% less capital invested
Capital invested by funds: $1.87M → $1.56M (-$306K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$304K |
| 2 |
Jane Street
New York
|
+$206K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$210 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$576K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$189K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$49.6K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$9.01K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $585K | -$189K | -6,280 | -24% |
|
|
2
Morgan Stanley
New York
| $317K | +$304K | +10,128 | +2,026% |
|
|
CS
3
Credit Suisse
Zurich,
Switzerland
| $284K | -$6.28K | -209 | -2% |
|
|
4
Jane Street
New York
| $205K | +$206K | +6,854 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $116K | -$9.01K | -300 | -7% |
|
|
6
UBS Group
Zurich,
Switzerland
| $43K | -$49.6K | -1,650 | -53% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $5K | +$210 | +7 | +5% |
|
|
WI
9
WBI Investments
Red Bank,
New Jersey
| – | -$576K | -19,560 | Closed |
|
|
FAAS
10
First Allied Advisory Services
San Diego,
California
| – | -$2K | -80 | Closed |
|
FKO Hedge Fund Activity: Q1 2018 in Review
9 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust South Korea AlphaDEX Fund (FKO) for Q1 2018, worth a combined $1.56M — down 16% from $1.87M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of FKO and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $304K. The largest seller was WBI Investments, exiting entirely with an estimated $576K sold.
- 9 institutional investors held First Trust South Korea AlphaDEX Fund (FKO) as of Q1 2018, down from 10 in Q4 2017.
- Funds reported $1.56M of First Trust South Korea AlphaDEX Fund stock for Q1 2018, down 16% quarter-over-quarter.
- 1 fund opened new First Trust South Korea AlphaDEX Fund positions in Q1 2018 and 2 closed out, a net change of -1 holder.
- The largest First Trust South Korea AlphaDEX Fund buyer in Q1 2018 was Morgan Stanley, an estimated $304K added.
- The largest First Trust South Korea AlphaDEX Fund seller in Q1 2018 was WBI Investments, an estimated $576K sold.
Based on aggregated 13F filings for Q1 2018.