First Trust United Kingdom AlphaDEX Fund
13 hedge funds and large institutions have $15.5M invested in First Trust United Kingdom AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
66% more capital invested
Capital invested by funds: $9.29M → $15.5M (+$6.17M)
38.99% more ownership
Funds ownership: 49.05% → 88.04% (+39%)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.76M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$537K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$427K |
| 5 |
JP Morgan Chase
New York
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.2M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$379K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$123K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$24K |
FKU Hedge Fund Activity: Q3 2013 in Review
13 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2013, worth a combined $15.5M — up 66% from $9.29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FKU positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Jane Street, exiting entirely with an estimated $1.2M sold.
- 13 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2013, up from 12 in Q2 2013.
- Funds reported $15.5M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2013, up 66% quarter-over-quarter.
- 5 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2013 and 3 closed out, a net change of +2 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $3.21M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2013 was Jane Street, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2013.