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First Trust United Kingdom AlphaDEX Fund

27 hedge funds and large institutions have $53.5M invested in First Trust United Kingdom AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2627 (+1)

1.75% more ownership

Funds ownership: 76.66%78.41% (+1.7%)

18% less capital invested

Capital invested by funds: $65M → $53.5M (-$11.5M)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$32.3M +$972K +27,441 +3%
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$6.22M +$24.8K +699 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$4.31M -$1.17M -32,924 -19%
Jane Street
4
Jane Street
New York
$1.98M +$2.22M +62,710 New
Prudential Financial
5
Prudential Financial
New Jersey
$1.68M +$43.8K +1,238 +3%
Citadel Advisors
6
Citadel Advisors
Florida
$1.16M -$585K -16,507 -31%
OMC
7
Old Mission Capital
Illinois
$888K +$369K +10,411 +59%
RG
8
Rathbones Group
United Kingdom
$609K +$339K +9,576 +99%
HighTower Advisors
9
HighTower Advisors
Illinois
$512K
RJA
10
Raymond James & Associates
Florida
$488K +$5.53K +156 +1%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$451K +$17.3K +489 +4%
CS
12
Credit Suisse
Switzerland
$409K +$141K +3,978 +44%
CL
13
CPWM LLC
Washington
$409K +$459K +12,950 New
CCA
14
Cottonwood Capital Advisors
Utah
$381K +$79.5K +2,244 +23%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$370K +$415K +11,715 New
RE
16
RBC Europe
United Kingdom
$338K
TFA
17
Transamerica Financial Advisors
Florida
$301K +$333K +9,406 +9,222%
Bank of America
18
Bank of America
North Carolina
$277K +$239K +6,736 +330%
SWA
19
Stratos Wealth Advisors
Ohio
$212K -$14.3K -405 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$124K
MIM
21
MTM Investment Management
South Carolina
$22K
UBS Group
22
UBS Group
Switzerland
$21K +$23.6K +665 New
Wells Fargo
23
Wells Fargo
California
$16K
IA
24
IFP Advisors
Florida
$7K
RG
25
Retirement Group
California
$7K +$3.65K +103 +100%

FKU Hedge Fund Activity: Q2 2022 in Review

27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2022, worth a combined $53.5M — down 18% from $65M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FKU positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.49M sold.

  • 27 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2022, up from 26 in Q1 2022.
  • Funds reported $53.5M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2022, down 18% quarter-over-quarter.
  • 4 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2022 and 3 closed out, a net change of +1 holder.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2022 was Jane Street, an estimated $2.22M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2022 was Susquehanna International Group, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2022.