First Trust United Kingdom AlphaDEX Fund
9 hedge funds and large institutions have $3.6M invested in First Trust United Kingdom AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
13% more capital invested
Capital invested by funds: $3.2M → $3.6M (+$402K)
5.23% more ownership
Funds ownership: 35.25% → 40.48% (+5.2%)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$507K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$371K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53.8K |
| 4 |
Morgan Stanley
New York
|
+$19.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$276K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$203K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.47M | +$53.8K | +1,535 | +4% |
|
|
2
Jane Street
New York
| $1.28M | +$507K | +14,466 | +67% |
|
|
CS
3
Credit Suisse
Zurich,
Switzerland
| $377K | +$371K | +10,587 | New |
|
|
4
Morgan Stanley
New York
| $146K | +$19.2K | +548 | +15% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $140K | -$39.9K | -1,140 | -23% |
|
|
6
Wells Fargo
San Francisco,
California
| $96K | +$9.49K | +271 | +11% |
|
7
Bank of America
Charlotte,
North Carolina
| $85K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $2K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
PAG
10
Pinnacle Advisory Group
Columbia,
Maryland
| – | -$276K | -7,593 | Closed |
|
|
BTS
11
BB&T Securities
Richmond,
Virginia
| – | -$203K | -5,596 | Closed |
|
FKU Hedge Fund Activity: Q3 2019 in Review
9 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2019, worth a combined $3.6M — up 13% from $3.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FKU and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $507K. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $276K sold.
- 9 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2019, down from 11 in Q2 2019.
- Funds reported $3.6M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2019, up 13% quarter-over-quarter.
- 1 fund opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2019 and 3 closed out, a net change of -2 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2019 was Jane Street, an estimated $507K added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2019 was Pinnacle Advisory Group, an estimated $276K sold.
Based on aggregated 13F filings for Q3 2019.