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First Trust United Kingdom AlphaDEX Fund

20 hedge funds and large institutions have $13.2M invested in First Trust United Kingdom AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

2.96% less ownership

Funds ownership: 63.91%60.94% (-3%)

13% less capital invested

Capital invested by funds: $15.1M → $13.2M (-$1.96M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
1
PGIM Custom Harvest
New Jersey
$3.03M -$573K -16,696 -15%
OMC
2
Old Mission Capital
Illinois
$2.12M +$178K +5,194 +9%
DF
3
Dunhill Financial
United Kingdom
$1.47M +$1.53M +44,695 New
Jane Street
4
Jane Street
New York
$1.31M -$3.1M -90,484 -70%
Citadel Advisors
5
Citadel Advisors
Florida
$1.18M +$48.6K +1,417 +4%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.12M +$10.3K +300 +0.9%
RG
7
Rathbones Group
United Kingdom
$1.01M -$60.8K -1,773 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$593K +$611K +17,806 New
CCA
9
Cottonwood Capital Advisors
Utah
$450K -$7.41K -216 -2%
WIM
10
Waverton Investment Management
United Kingdom
$382K
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$285K +$1.54K +45 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$125K -$70.1K -2,045 -35%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$36.9K -$329K -9,596 -90%
MIM
14
MTM Investment Management
South Carolina
$22.8K
Wells Fargo
15
Wells Fargo
California
$16.7K +$34 +1 +0.2%
NA
16
NewEdge Advisors
Louisiana
$13.9K -$1.61K -47 -10%
CAS
17
Coppell Advisory Solutions
Texas
$8.66K +$9.09K +265 New
RG
18
Retirement Group
California
$3.43K
AA
19
AlphaMark Advisors
Kentucky
$3K
TFA
20
Transamerica Financial Advisors
Florida
$1K -$34 -1 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
-$1.35K -40 Closed
UBS Group
22
UBS Group
Switzerland
-$1.35K -40 Closed

FKU Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2023, worth a combined $13.2M — down 13% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FKU positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $611K. The largest seller was Jane Street, cutting an estimated $3.1M.

  • 20 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $13.2M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2023, down 13% quarter-over-quarter.
  • 3 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2023 was Royal Bank of Canada, an estimated $611K added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2023 was Jane Street, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2023.