First Trust United Kingdom AlphaDEX Fund
22 hedge funds and large institutions have $12M invested in First Trust United Kingdom AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 8 closing their positions.
19% less funds holding
Funds holding: 27 → 22 (-5)
34.65% less ownership
Funds ownership: 78.41% → 43.75% (-35%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
78% less capital invested
Capital invested by funds: $53.5M → $12M (-$41.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHP
James Hambro & Partners
London,
United Kingdom
|
+$583K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$421K |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$272K |
| 4 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$227K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$32.3M |
| 2 |
Morgan Stanley
New York
|
-$3.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$572K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$512K |
FKU Hedge Fund Activity: Q3 2022 in Review
22 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2022, worth a combined $12M — down 78% from $53.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FKU and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was James Hambro & Partners, opening a new position worth an estimated $583K. The largest seller was First Trust Advisors, exiting entirely with an estimated $32.3M sold.
- 22 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2022, down from 27 in Q2 2022.
- Funds reported $12M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2022, down 78% quarter-over-quarter.
- 4 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2022 was James Hambro & Partners, an estimated $583K added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2022 was First Trust Advisors, an estimated $32.3M sold.
Based on aggregated 13F filings for Q3 2022.