First Trust United Kingdom AlphaDEX Fund
18 hedge funds and large institutions have $12M invested in First Trust United Kingdom AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
3.08% less ownership
Funds ownership: 62.47% → 59.39% (-3.1%)
9% less capital invested
Capital invested by funds: $13.2M → $12M (-$1.24M)
10% less funds holding
Funds holding: 20 → 18 (-2)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$207K |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$47.7K |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$43.4K |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$40.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Dunhill Financial
London,
United Kingdom
|
-$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$574K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$563K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$275K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$170K |
FKU Hedge Fund Activity: Q4 2023 in Review
18 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2023, worth a combined $12M — down 9.4% from $13.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FKU and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $207K. The largest seller was Dunhill Financial, cutting an estimated $1.25M.
- 18 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2023, down from 20 in Q3 2023.
- Funds reported $12M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2023, down 9.4% quarter-over-quarter.
- 2 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2023 and 4 closed out, a net change of -2 holders.
- The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2023 was Jane Street, an estimated $207K added.
- The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2023 was Dunhill Financial, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2023.