First Trust United Kingdom AlphaDEX Fund
FKU
26 hedge funds and large institutions have $65M invested in First Trust United Kingdom AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
2.49% more ownership
Funds ownership: 74.17% → 76.66% (+2.5%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
12% less capital invested
Capital invested by funds: $73.7M → $65M (-$8.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$8.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.64M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$1.54M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$914K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.76M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.19M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.68M |
| 4 |
Morgan Stanley
New York
|
-$1.1M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$399K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
26
Retirement Group
San Diego,
California
| $4K | – | – | – |
|
|
27
Jane Street
New York
| – | -$7.76M | -175,806 | Closed |
|
|
SFS
28
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.68M | -37,969 | Closed |
|
|
SG
29
StoneX Group
New York
| – | -$223K | -5,057 | Closed |
|
30
LPL Financial
San Diego,
California
| – | -$223K | -5,052 | Closed |
|
|
SCA
31
Snowden Capital Advisors
New York
| – | -$57K | -1,300 | Closed |
|
FKU Hedge Fund Activity: Q1 2022 in Review
26 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2022, worth a combined $65M — down 12% from $73.7M a quarter earlier.
Fund positioning in FKU was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 6 trimmed.
The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $8.04M. The largest seller was Jane Street, exiting entirely with an estimated $7.76M sold.
- 26 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $65M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2022, down 12% quarter-over-quarter.
- 5 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2022 and 5 closed out, a net change of 0 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2022 was Legacy Capital Wealth Partners, an estimated $8.04M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2022 was Jane Street, an estimated $7.76M sold.
Based on aggregated 13F filings for Q1 2022.