First Trust United Kingdom AlphaDEX Fund
FKU
27 hedge funds and large institutions have $16.4M invested in First Trust United Kingdom AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $12M → $16.4M (+$4.46M)
23% more funds holding
Funds holding: 22 → 27 (+5)
8.19% more ownership
Funds ownership: 43.75% → 51.94% (+8.2%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$492K |
| 3 |
Jane Street
New York
|
+$485K |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$341K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$5.66M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$1.72M |
| 3 |
JHP
James Hambro & Partners
London,
United Kingdom
|
-$482K |
| 4 |
Morgan Stanley
New York
|
-$268K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$196K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | -$30 | -1 | -8% |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $26 | +$24.6K | +828 | New |
|
|
28
Prudential Financial
Newark,
New Jersey
| – | -$1.72M | -54,609 | Closed |
|
|
JHP
29
James Hambro & Partners
London,
United Kingdom
| – | -$482K | -18,903 | Closed |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -109 | Closed |
|
FKU Hedge Fund Activity: Q4 2022 in Review
27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2022, worth a combined $16.4M — up 37% from $12M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FKU positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $5.58M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $5.66M.
- 27 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $16.4M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2022, up 37% quarter-over-quarter.
- 9 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2022 was Susquehanna International Group, an estimated $5.58M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2022 was Legacy Capital Wealth Partners, an estimated $5.66M sold.
Based on aggregated 13F filings for Q4 2022.