First Trust United Kingdom AlphaDEX Fund
10 hedge funds and large institutions have $5.67M invested in First Trust United Kingdom AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
40% more capital invested
Capital invested by funds: $4.06M → $5.67M (+$1.61M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.87% less ownership
Funds ownership: 38.12% → 35.26% (-2.9%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$596K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$218K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$86.2K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$234K |
| 2 |
Morgan Stanley
New York
|
-$23.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.46K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.58M | +$218K | +7,925 | +17% |
|
|
2
Jane Street
New York
| $1.3M | +$596K | +21,664 | +95% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.29M | -$234K | -8,505 | -16% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $914K | +$86.2K | +3,133 | +11% |
|
|
5
Morgan Stanley
New York
| $227K | -$23.9K | -869 | -10% |
|
|
KPW
6
Kore Private Wealth
New York
| $215K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $57K | -$7.46K | -271 | -12% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | -$20.1K | -730 | -33% |
|
|
9
UBS Group
Zurich,
Switzerland
| $30K | -$6.69K | -243 | -19% |
|
|
PAG
10
Private Advisor Group
Morristown,
New Jersey
| $12K | +$11K | +400 | New |
|
|
EWM
11
EPG Wealth Management
Atlanta,
Georgia
| – | -$3K | -144 | Closed |
|
FKU Hedge Fund Activity: Q2 2020 in Review
10 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2020, worth a combined $5.67M — up 40% from $4.06M a quarter earlier.
Fund positioning in FKU was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $596K. The largest seller was Citadel Advisors, cutting an estimated $234K.
- 10 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $5.67M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2020, up 40% quarter-over-quarter.
- 1 fund opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2020 and 1 closed out, a net change of 0 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2020 was Jane Street, an estimated $596K added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2020 was Citadel Advisors, an estimated $234K sold.
Based on aggregated 13F filings for Q2 2020.