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First Trust United Kingdom AlphaDEX Fund

14 hedge funds and large institutions have $7.31M invested in First Trust United Kingdom AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

103% more capital invested

Capital invested by funds: $3.6M → $7.31M (+$3.71M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

56% more funds holding

Funds holding: 914 (+5)

19.1% more ownership

Funds ownership: 40.48%59.58% (+19%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.75M +$249K +6,533 +18%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.01M +$937K +24,564 New
Citadel Advisors
3
Citadel Advisors
Florida
$864K -$771K -20,234 -49%
CS
4
Credit Suisse
Switzerland
$754K +$298K +7,812 +74%
Morgan Stanley
5
Morgan Stanley
New York
$700K +$495K +12,975 +317%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$531K +$494K +12,959 New
CA
7
Cetera Advisors
Colorado
$406K +$377K +9,900 New
UBS Group
8
UBS Group
Switzerland
$372K +$343K +9,009 +16,380%
Bank of America
9
Bank of America
North Carolina
$352K +$236K +6,185 +258%
OMC
10
Old Mission Capital
Illinois
$283K +$263K +6,910 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$152K -$8.58K -225 -6%
Wells Fargo
12
Wells Fargo
California
$111K -$38 -1 -0%
EWM
13
EPG Wealth Management
Georgia
$28K +$25.9K +680 New
WQ
14
Wealth Quarterback
New Jersey
$16 +$19.5K +512 New
AG
15
Advisor Group
Arizona
-$1K -30 Closed

FKU Hedge Fund Activity: Q4 2019 in Review

14 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2019, worth a combined $7.31M — up 103% from $3.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FKU positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $937K. The largest seller was Citadel Advisors, cutting an estimated $771K.

  • 14 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2019, up from 9 in Q3 2019.
  • Funds reported $7.31M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2019, up 103% quarter-over-quarter.
  • 6 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2019 and 1 closed out, a net change of +5 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $937K added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2019 was Citadel Advisors, an estimated $771K sold.

Based on aggregated 13F filings for Q4 2019.