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First Trust United Kingdom AlphaDEX Fund

23 hedge funds and large institutions have $53.9M invested in First Trust United Kingdom AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more funds holding

Funds holding: 2123 (+2)

2.57% more ownership

Funds ownership: 80.74%83.31% (+2.6%)

11% less capital invested

Capital invested by funds: $60.8M → $53.9M (-$6.86M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
-$214K -5,121 Closed
GWM
27
Geneos Wealth Management
Colorado
-$25.7K -614 Closed

FKU Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2024, worth a combined $53.9M — down 11% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FKU positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.12M. The largest seller was First Trust Advisors, cutting an estimated $2.89M.

  • 23 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $53.9M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 7 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2024 was Citadel Advisors, an estimated $2.12M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2024 was First Trust Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2024.