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First Trust United Kingdom AlphaDEX Fund

12 hedge funds and large institutions have $4.24M invested in First Trust United Kingdom AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more capital invested

Capital invested by funds: $1.95M → $4.24M (+$2.3M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

36.16% more ownership

Funds ownership: 16.82%52.98% (+36%)

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.66M +$1.13M +32,652 +170%
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M +$1.19M +34,402 New
CS
3
Credit Suisse
Switzerland
$826K +$890K +25,819 New
PAG
4
Pinnacle Advisory Group
Maryland
$335K +$361K +10,471 New
Morgan Stanley
5
Morgan Stanley
New York
$174K -$231K -6,698 -55%
Bank of America
6
Bank of America
North Carolina
$93K +$74.7K +2,167 +289%
Wells Fargo
7
Wells Fargo
California
$23K +$34 +1 +0.1%
BCI
8
Brinker Capital Investments
Pennsylvania
$11K +$12.1K +350 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$7K +$69 +2 +1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6K
UBS Group
11
UBS Group
Switzerland
$2K -$92.2K -2,673 -98%
RJA
12
Raymond James & Associates
Florida
-$273K -7,075 Closed
AW
13
ACG Wealth
Georgia
-$261K -6,772 Closed
IA
14
IFP Advisors
Florida
-$14K -362 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
-$12K -300 Closed

FKU Hedge Fund Activity: Q4 2018 in Review

12 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2018, worth a combined $4.24M — up 118% from $1.95M a quarter earlier.

Fund positioning in FKU was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.19M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $273K sold.

  • 12 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $4.24M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2018, up 118% quarter-over-quarter.
  • 4 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2018 and 4 closed out, a net change of 0 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2018 was Citadel Advisors, an estimated $1.19M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2018 was Raymond James & Associates, an estimated $273K sold.

Based on aggregated 13F filings for Q4 2018.