First Trust United Kingdom AlphaDEX Fund
25 hedge funds and large institutions have $101M invested in First Trust United Kingdom AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 7 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
36% more capital invested
Capital invested by funds: $74.6M → $101M (+$26.8M)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
37.99% less ownership
Funds ownership: 88.28% → 50.29% (-38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$17M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$3.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.05M |
| 3 |
Morgan Stanley
New York
|
-$1.75M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$1.69M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$799K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Stifel Financial
St. Louis,
Missouri
| – | -$799K | -20,321 | Closed |
|
27
Ameriprise
Minneapolis,
Minnesota
| – | -$695K | -17,670 | Closed |
|
28
SG Americas Securities
New York
| – | -$197K | -5,000 | Closed |
|
|
MAA
29
Managed Account Advisors
Jersey City,
New Jersey
| – | -$32K | -817 | Closed |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$5.5K | -140 | Closed |
|
|
NPC
31
National Planning Corporation
El Segundo,
California
| – | -$3.78K | -100 | Closed |
|
FKU Hedge Fund Activity: Q1 2015 in Review
25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2015, worth a combined $101M — up 36% from $74.6M a quarter earlier.
Fund positioning in FKU was balanced in Q1 2015: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 5 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $18.4M. The largest seller was Deutsche Bank, exiting entirely with an estimated $16.6M sold.
- 25 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $101M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2015, up 36% quarter-over-quarter.
- 7 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2015 and 7 closed out, a net change of 0 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2015 was First Trust Advisors, an estimated $18.4M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2015 was Deutsche Bank, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2015.