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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 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 60.94%62.47% (+1.5%)

0% more capital invested

Capital invested by funds: $13.2M → $13.2M (+$23.7K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCH
1
PGIM Custom Harvest
New Jersey
$2.71M -$255K -7,526 -8%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2.23M +$2.32M +68,453 New
DF
3
Dunhill Financial
United Kingdom
$1.3M -$167K -4,939 -11%
RG
4
Rathbones Group
United Kingdom
$1.2M +$223K +6,592 +22%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.09M -$5.48K -162 -0.5%
Jane Street
6
Jane Street
New York
$987K -$304K -8,981 -23%
OMC
7
Old Mission Capital
Illinois
$973K -$1.14M -33,592 -53%
Citadel Advisors
8
Citadel Advisors
Florida
$929K -$226K -6,684 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$563K -$16.6K -489 -3%
CCA
10
Cottonwood Capital Advisors
Utah
$414K -$26.3K -778 -6%
WIM
11
Waverton Investment Management
United Kingdom
$374K
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$281K -$1.69K -50 -0.6%
Morgan Stanley
13
Morgan Stanley
New York
$103K -$20.1K -593 -16%
MIM
14
MTM Investment Management
South Carolina
$22.3K
CAS
15
Coppell Advisory Solutions
Texas
$18.2K +$10.5K +310 +117%
NA
16
NewEdge Advisors
Louisiana
$12.5K -$1.15K -34 -8%
RG
17
Retirement Group
California
$3.35K
AA
18
AlphaMark Advisors
Kentucky
$3K
TFA
19
Transamerica Financial Advisors
Florida
$1K
Wells Fargo
20
Wells Fargo
California
$38 -$16.9K -500 -100%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$36.9K -1,076 Closed

FKU Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q3 2023, worth a combined $13.2M — up 0.18% from $13.2M a quarter earlier.

Fund positioning in FKU was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 12 trimmed.

The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $2.32M. The largest seller was Old Mission Capital, cutting an estimated $1.14M.

  • 20 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $13.2M of First Trust United Kingdom AlphaDEX Fund stock for Q3 2023, up 0.18% quarter-over-quarter.
  • 1 fund opened new First Trust United Kingdom AlphaDEX Fund positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q3 2023 was Benjamin F. Edwards & Company, an estimated $2.32M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q3 2023 was Old Mission Capital, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2023.