First Trust United Kingdom AlphaDEX Fund
15 hedge funds and large institutions have $32.6M invested in First Trust United Kingdom AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
60% more capital invested
Capital invested by funds: $20.3M → $32.6M (+$12.3M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more funds holding
Funds holding: 14 → 15 (+1)
2.64% more ownership
Funds ownership: 72.85% → 75.49% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$5.68M |
| 2 |
Morgan Stanley
New York
|
+$3.93M |
| 3 |
Citigroup
New York
|
+$1.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
| 5 |
Jane Street
New York
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$2.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$493K |
| 3 |
B
Baird
Milwaukee,
Wisconsin
|
-$480K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$92.7K |
| 5 |
AIG
American International Group
New York
|
-$28.1K |
FKU Hedge Fund Activity: Q1 2014 in Review
15 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2014, worth a combined $32.6M — up 60% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FKU positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was ACG Wealth, opening a new position worth an estimated $5.68M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.55M sold.
- 15 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2014, up from 14 in Q4 2013.
- Funds reported $32.6M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2014, up 60% quarter-over-quarter.
- 5 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2014 and 4 closed out, a net change of +1 holder.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2014 was ACG Wealth, an estimated $5.68M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2014 was Virtu KCG Holdings, an estimated $2.55M sold.
Based on aggregated 13F filings for Q1 2014.