First Trust United Kingdom AlphaDEX Fund
20 hedge funds and large institutions have $16.7M invested in First Trust United Kingdom AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
17% more capital invested
Capital invested by funds: $14.2M → $16.7M (+$2.42M)
13.52% more ownership
Funds ownership: 48.02% → 61.54% (+14%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.23M |
| 2 |
SG Americas Securities
New York
|
+$458K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$356K |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$238K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$78.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$417K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$58.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$45.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.06K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4K |
FKU Hedge Fund Activity: Q2 2017 in Review
20 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2017, worth a combined $16.7M — up 17% from $14.2M a quarter earlier.
Fund positioning in FKU was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 6 trimmed.
The largest buyer was ACG Wealth, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $417K.
- 20 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $16.7M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2017, up 17% quarter-over-quarter.
- 2 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2017 and 2 closed out, a net change of 0 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2017 was ACG Wealth, an estimated $1.23M added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2017 was Morgan Stanley, an estimated $417K sold.
Based on aggregated 13F filings for Q2 2017.