First Trust United Kingdom AlphaDEX Fund
16 hedge funds and large institutions have $37.5M invested in First Trust United Kingdom AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
15% more capital invested
Capital invested by funds: $32.6M → $37.5M (+$4.9M)
7% more funds holding
Funds holding: 15 → 16 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.1M |
| 2 |
Morgan Stanley
New York
|
+$3.2M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$835K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 2 |
Citigroup
New York
|
-$1.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$765K |
| 4 |
Jane Street
New York
|
-$357K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$192K |
FKU Hedge Fund Activity: Q2 2014 in Review
16 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2014, worth a combined $37.5M — up 15% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FKU positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Atwood & Palmer, opening a new position worth an estimated $4.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.76M sold.
- 16 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2014, up from 15 in Q1 2014.
- Funds reported $37.5M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2014, up 15% quarter-over-quarter.
- 2 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2014 was Atwood & Palmer, an estimated $4.1M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2014 was Susquehanna International Group, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2014.