First Trust United Kingdom AlphaDEX Fund
19 hedge funds and large institutions have $15.1M invested in First Trust United Kingdom AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 10 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
11.97% more ownership
Funds ownership: 51.94% → 63.91% (+12%)
8% less capital invested
Capital invested by funds: $16.4M → $15.1M (-$1.28M)
30% less funds holding
Funds holding: 27 → 19 (-8)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.35M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$915K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$890K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$698K |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$256K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$148K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
26
Credit Suisse
Zurich,
Switzerland
| – | -$17.3K | -547 | Closed |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$8K | -191 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$5K | -147 | Closed |
|
29
Creative Planning
Overland Park,
Kansas
| – | -$1.58K | -50 | Closed |
|
FKU Hedge Fund Activity: Q1 2023 in Review
19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2023, worth a combined $15.1M — down 7.8% from $16.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FKU and 2 opened new positions — a net loss of 8 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $2.35M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.39M sold.
- 19 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2023, down from 27 in Q4 2022.
- Funds reported $15.1M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2023, down 7.8% quarter-over-quarter.
- 2 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2023 and 10 closed out, a net change of -8 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2023 was Jane Street, an estimated $2.35M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2023 was Susquehanna International Group, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2023.