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First Trust United Kingdom AlphaDEX Fund

10 hedge funds and large institutions have $4.06M invested in First Trust United Kingdom AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.46% less ownership

Funds ownership: 59.58%38.12% (-21%)

29% less funds holding

Funds holding: 1410 (-4)

44% less capital invested

Capital invested by funds: $7.31M → $4.06M (-$3.25M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
10
Holders Change
-4
Holders Change %
-28.57%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.25M +$1.1M +31,548 +150%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.09M +$751K +21,556 +88%
Bank of America
3
Bank of America
North Carolina
$663K +$679K +19,509 +227%
Jane Street
4
Jane Street
New York
$539K -$688K -19,757 -46%
Morgan Stanley
5
Morgan Stanley
New York
$204K -$294K -8,431 -49%
KPW
6
Kore Private Wealth
New York
$174K +$257K +7,379 New
Wells Fargo
7
Wells Fargo
California
$53K -$16.3K -468 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$52K -$52.6K -1,510 -41%
UBS Group
9
UBS Group
Switzerland
$30K -$271K -7,791 -86%
EWM
10
EPG Wealth Management
Georgia
$3K -$18.7K -536 -79%
CS
11
Credit Suisse
Switzerland
-$754K -18,399 Closed
CIBC World Market
12
CIBC World Market
Ontario, Canada
-$531K -12,959 Closed
CA
13
Cetera Advisors
Colorado
-$406K -9,900 Closed
OMC
14
Old Mission Capital
Illinois
-$283K -6,910 Closed
WQ
15
Wealth Quarterback
New Jersey
-$16 -512 Closed

FKU Hedge Fund Activity: Q1 2020 in Review

10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2020, worth a combined $4.06M — down 44% from $7.31M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FKU and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Citadel Advisors, adding an estimated $1.1M. The largest seller was Credit Suisse, exiting entirely with an estimated $754K sold.

  • 10 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2020, down from 14 in Q4 2019.
  • Funds reported $4.06M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2020, down 44% quarter-over-quarter.
  • 1 fund opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2020 and 5 closed out, a net change of -4 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2020 was Citadel Advisors, an estimated $1.1M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2020 was Credit Suisse, an estimated $754K sold.

Based on aggregated 13F filings for Q1 2020.