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First Trust United Kingdom AlphaDEX Fund
FKU

Overview Fund Activity

25 hedge funds and large institutions have $74.6M invested in First Trust United Kingdom AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
9
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$16.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
3
AP
Atwood & Palmer
Missouri
$9.49M
4
Jane Street
Jane Street
New York
$2.52M
5
Wells Fargo
Wells Fargo
California
$2.09M

Top Sellers

1
FSIM
F-Squared Investment Management
Massachusetts
$0
2
Morgan Stanley
Morgan Stanley
New York
$10.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$960K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.16M
5
PI
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
1
Deutsche Bank
Germany
$16.6M +$16.5M +420,571 +95,152%
First Trust Advisors
2
First Trust Advisors
Illinois
$11.2M +$5.31M +135,186 +90%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M -$3.09M -78,706 -23%
AP
4
Atwood & Palmer
Missouri
$9.49M +$4.11M +104,605 +76%
AW
5
ACG Wealth
Georgia
$5.53M +$25.4K +646 +0.5%
AGA
6
Accuvest Global Advisors
Utah
$4.86M -$1.05M -26,730 -18%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.01M +$1.94M +49,238 +180%
Jane Street
8
Jane Street
New York
$2.52M +$2.3M +58,458 +1,034%
Bank of America
9
Bank of America
North Carolina
$2.3M +$1.36M +34,687 +145%
Wells Fargo
10
Wells Fargo
California
$2.09M +$2.09M +53,093 +73,740%
RJA
11
Raymond James & Associates
Florida
$1.17M -$696K -17,712 -37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.16M -$1.31M -33,223 -53%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$960K -$1.33M -33,705 -58%
Stifel Financial
14
Stifel Financial
Missouri
$799K +$178K +4,518 +29%
Ameriprise
15
Ameriprise
Minnesota
$695K -$450K -11,445 -39%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$618K +$618K +15,717 New
UBS Group
17
UBS Group
Switzerland
$574K +$574K +14,595 New
OMC
18
Old Mission Capital
Illinois
$389K +$389K +9,886 New
SG Americas Securities
19
SG Americas Securities
New York
$197K +$197K +5,000 New
CI
20
Clal Insurance
Israel
$51K +$51K +1,294 New
MAA
21
Managed Account Advisors
New Jersey
$32K +$32K +817 New
MFS
22
MSI Financial Services
Massachusetts
$11K – – –
WEC
23
Winslow Evans & Crocker
Massachusetts
$5.5K -$36.2K -922 -87%
NPC
24
National Planning Corporation
California
$3.78K +$3.78K +100 New
FSIM
25
F-Squared Investment Management
Massachusetts
– -$104M -2,669,430 Closed
1
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