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First Trust United Kingdom AlphaDEX Fund

13 hedge funds and large institutions have $6.31M invested in First Trust United Kingdom AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding

Funds holding: 913 (+4)

29% more capital invested

Capital invested by funds: $4.9M → $6.31M (+$1.41M)

2.02% more ownership

Funds ownership: 31.72%33.73% (+2%)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$2.69M +$528K +15,518 +27%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.27M -$178K -5,244 -13%
Jane Street
3
Jane Street
New York
$1.13M -$360K -10,576 -26%
PCH
4
PGIM Custom Harvest
New Jersey
$265K +$238K +7,013 New
KPW
5
Kore Private Wealth
New York
$250K -$25.6K -752 -10%
RJA
6
Raymond James & Associates
Florida
$211K +$190K +5,585 New
CAS
7
Coppell Advisory Solutions
Texas
$210K +$189K +5,568 New
Morgan Stanley
8
Morgan Stanley
New York
$161K -$89.3K -2,628 -38%
Bank of America
9
Bank of America
North Carolina
$89K -$93.5K -2,750 -54%
Wells Fargo
10
Wells Fargo
California
$19K -$39.1K -1,150 -70%
UBS Group
11
UBS Group
Switzerland
$10K -$22K -646 -71%
AWA
12
Arkadios Wealth Advisors
Georgia
$5K +$4.93K +145 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4K

FKU Hedge Fund Activity: Q4 2020 in Review

13 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2020, worth a combined $6.31M — up 29% from $4.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FKU positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $528K. The largest seller was Jane Street, cutting an estimated $360K.

  • 13 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2020, up from 9 in Q3 2020.
  • Funds reported $6.31M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2020, up 29% quarter-over-quarter.
  • 4 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2020 and 0 closed out, a net change of +4 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2020 was Citadel Advisors, an estimated $528K added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2020 was Jane Street, an estimated $360K sold.

Based on aggregated 13F filings for Q4 2020.