First Trust United Kingdom AlphaDEX Fund
9 hedge funds and large institutions have $4.9M invested in First Trust United Kingdom AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 1 closing their positions.
3.54% less ownership
Funds ownership: 35.26% → 31.72% (-3.5%)
10% less funds holding
Funds holding: 10 → 9 (-1)
14% less capital invested
Capital invested by funds: $5.67M → $4.9M (-$773K)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$805K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$454K |
| 3 |
Jane Street
New York
|
-$123K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$41.6K |
| 5 |
Morgan Stanley
New York
|
-$26.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.75M | +$388K | +12,601 | +29% |
|
|
2
Jane Street
New York
| $1.25M | -$123K | -4,002 | -9% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.22M | -$454K | -14,749 | -27% |
|
|
KPW
4
Kore Private Wealth
New York
| $228K | – | – | – |
|
|
5
Morgan Stanley
New York
| $213K | -$26.8K | -869 | -11% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $157K | -$805K | -26,132 | -84% |
|
7
Wells Fargo
San Francisco,
California
| $51K | -$9.7K | -315 | -16% |
|
8
UBS Group
Zurich,
Switzerland
| $28K | -$3.54K | -115 | -11% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$41.6K | -1,350 | -92% |
|
|
PAG
10
Private Advisor Group
Morristown,
New Jersey
| – | -$12K | -400 | Closed |
|
FKU Hedge Fund Activity: Q3 2020 in Review
9 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2020, worth a combined $4.9M — down 14% from $5.67M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FKU and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, adding an estimated $388K. The largest seller was Bank of America, cutting an estimated $805K.
- 9 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2020, down from 10 in Q2 2020.
- Funds reported $4.9M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2020, down 14% quarter-over-quarter.
- 0 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2020 and 1 closed out, a net change of -1 holder.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2020 was Citadel Advisors, an estimated $388K added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2020 was Bank of America, an estimated $805K sold.
Based on aggregated 13F filings for Q3 2020.