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First Trust United Kingdom AlphaDEX Fund

17 hedge funds and large institutions have $6.99M invested in First Trust United Kingdom AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more funds holding

Funds holding: 1517 (+2)

11% less capital invested

Capital invested by funds: $7.81M → $6.99M (-$825K)

12.22% less ownership

Funds ownership: 36.71%24.49% (-12%)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$1.99M -$406K -9,142 -17%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$1.18M +$1.2M +26,928 New
CIBC World Market
3
CIBC World Market
Ontario, Canada
$831K +$394K +8,873 +88%
Stifel Financial
4
Stifel Financial
Missouri
$643K +$651K +14,654 New
VWA
5
V Wealth Advisors
Kansas
$622K -$1.24K -28 -0.2%
RJA
6
Raymond James & Associates
Florida
$375K +$132K +2,964 +53%
PCH
7
PGIM Custom Harvest
New Jersey
$308K
KPW
8
Kore Private Wealth
New York
$291K
Jane Street
9
Jane Street
New York
$243K +$246K +5,546 New
BAM
10
Belpointe Asset Management
Nevada
$189K +$191K +4,295 New
Morgan Stanley
11
Morgan Stanley
New York
$184K -$5.02K -113 -3%
UBS Group
12
UBS Group
Switzerland
$76K +$75.4K +1,697 +3,263%
Wells Fargo
13
Wells Fargo
California
$22K +$44 +1 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$20K +$20.2K +455 New
AWA
15
Arkadios Wealth Advisors
Georgia
$6K +$44 +1 +0.7%
RG
16
Retirement Group
California
$5K
AA
17
AlphaMark Advisors
Kentucky
$4K +$4.44K +100 New
Citadel Advisors
18
Citadel Advisors
Florida
-$2.1M -50,291 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$1.05M -25,178 Closed
OMC
20
Old Mission Capital
Illinois
-$209K -5,010 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$5K -110 Closed

FKU Hedge Fund Activity: Q2 2021 in Review

17 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2021, worth a combined $6.99M — down 11% from $7.81M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FKU positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $1.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.1M sold.

  • 17 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2021, up from 15 in Q1 2021.
  • Funds reported $6.99M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2021, down 11% quarter-over-quarter.
  • 6 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2021 and 4 closed out, a net change of +2 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2021 was Benjamin F. Edwards & Company, an estimated $1.2M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2021 was Citadel Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2021.