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First Trust United Kingdom AlphaDEX Fund

26 hedge funds and large institutions have $65M invested in First Trust United Kingdom AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

2.49% more ownership

Funds ownership: 74.17%76.66% (+2.5%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

12% less capital invested

Capital invested by funds: $73.7M → $65M (-$8.67M)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$38.3M -$3.19M -77,972 -7%
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$7.57M +$8.04M +196,449 New
Morgan Stanley
3
Morgan Stanley
New York
$6.53M -$1.1M -26,780 -14%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.49M +$2.64M +64,555 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.06M +$914K +22,344 +72%
Prudential Financial
6
Prudential Financial
New Jersey
$1.72M +$1.54M +37,707 +550%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.22M +$66.7K +1,631 +5%
OMC
8
Old Mission Capital
Illinois
$683K +$725K +17,729 New
HighTower Advisors
9
HighTower Advisors
Illinois
$625K
RJA
10
Raymond James & Associates
Florida
$590K -$399K -9,744 -39%
Stifel Financial
11
Stifel Financial
Missouri
$590K -$49.9K -1,221 -7%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$532K +$184K +4,506 +49%
RE
13
RBC Europe
United Kingdom
$412K
CCA
14
Cottonwood Capital Advisors
Utah
$379K +$96.9K +2,368 +32%
RG
15
Rathbones Group
United Kingdom
$374K +$28.1K +687 +8%
CS
16
Credit Suisse
Switzerland
$346K +$368K +8,987 New
SWA
17
Stratos Wealth Advisors
Ohio
$275K -$91.4K -2,235 -24%
Osaic Holdings
18
Osaic Holdings
Arizona
$152K +$136K +3,320 +542%
Bank of America
19
Bank of America
North Carolina
$79K +$18.9K +463 +29%
MIM
20
MTM Investment Management
South Carolina
$26K
Wells Fargo
21
Wells Fargo
California
$19K
IA
22
IFP Advisors
Florida
$7K +$6.59K +161 New
EWM
23
EPG Wealth Management
Georgia
$6K +$41 +1 +0.7%
TFA
24
Transamerica Financial Advisors
Florida
$4K -$614 -15 -13%
AA
25
AlphaMark Advisors
Kentucky
$4K

FKU Hedge Fund Activity: Q1 2022 in Review

26 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2022, worth a combined $65M — down 12% from $73.7M a quarter earlier.

Fund positioning in FKU was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $8.04M. The largest seller was Jane Street, exiting entirely with an estimated $7.76M sold.

  • 26 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $65M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 5 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2022 was Legacy Capital Wealth Partners, an estimated $8.04M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2022 was Jane Street, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2022.