First Trust United Kingdom AlphaDEX Fund
FKU
22 hedge funds and large institutions have $67M invested in First Trust United Kingdom AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 5 closing their positions.
859% more capital invested
Capital invested by funds: $6.99M → $67M (+$60M)
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
51.43% more ownership
Funds ownership: 24.49% → 75.92% (+51%)
29% more funds holding
Funds holding: 17 → 22 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$54.5M |
| 2 |
Morgan Stanley
New York
|
+$6.91M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$666K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$649K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$831K |
| 2 |
Jane Street
New York
|
-$243K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$189K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$76K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$29.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$76K | -1,749 | Closed |
|
|
AWA
27
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$6K | -147 | Closed |
|
FKU Hedge Fund Activity: Q3 2021 in Review
22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2021, worth a combined $67M — up 859% from $6.99M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FKU positions and 5 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $54.5M. The largest seller was CIBC World Market, exiting entirely with an estimated $831K sold.
- 22 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2021, up from 17 in Q2 2021.
- Funds reported $67M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2021, up 859% quarter-over-quarter.
- 10 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2021 and 5 closed out, a net change of +5 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2021 was First Trust Advisors, an estimated $54.5M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2021 was CIBC World Market, an estimated $831K sold.
Based on aggregated 13F filings for Q3 2021.