First Trust United Kingdom AlphaDEX Fund
FKU
26 hedge funds and large institutions have $73.7M invested in First Trust United Kingdom AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
18% more funds holding
Funds holding: 22 → 26 (+4)
10% more capital invested
Capital invested by funds: $67M → $73.7M (+$6.67M)
1.75% less ownership
Funds ownership: 75.92% → 74.17% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.55M |
| 2 |
Morgan Stanley
New York
|
+$1.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 4 |
RE
RBC Europe
London,
United Kingdom
|
+$460K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.96M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$576K |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$567K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$472K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
AlphaMark Advisors
Ft. Wright,
Kentucky
| $4K | – | – | – |
|
|
RJFSA
27
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$576K | -13,703 | Closed |
|
|
VWA
28
V Wealth Advisors
Overland Park,
Kansas
| – | -$567K | -13,504 | Closed |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$472K | -11,221 | Closed |
|
|
KPW
30
Kore Private Wealth
New York
| – | -$278K | -6,627 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -25 | Closed |
|
FKU Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2021, worth a combined $73.7M — up 10% from $67M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FKU positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7.55M. The largest seller was First Trust Advisors, cutting an estimated $6.96M.
- 26 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2021, up from 22 in Q3 2021.
- Funds reported $73.7M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2021, up 10% quarter-over-quarter.
- 10 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2021 and 5 closed out, a net change of +5 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $7.55M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2021 was First Trust Advisors, an estimated $6.96M sold.
Based on aggregated 13F filings for Q4 2021.