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First Trust United Kingdom AlphaDEX Fund

18 hedge funds and large institutions have $54.6M invested in First Trust United Kingdom AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more capital invested

Capital invested by funds: $12.1M → $54.6M (+$42.5M)

25.08% more ownership

Funds ownership: 59.97%85.05% (+25%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 1818 (0)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$40.5M +$38.6M +1,073,824 New
Morgan Stanley
2
Morgan Stanley
New York
$3.93M +$3.51M +97,669 +1,537%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.29M +$17.9K +497 +0.8%
PCH
4
PGIM Custom Harvest
New Jersey
$1.86M -$1.13M -31,522 -39%
RG
5
Rathbones Group
United Kingdom
$1.43M -$14.2K -396 -1%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.22M
RJA
7
Raymond James & Associates
Florida
$590K +$562K +15,626 New
WIM
8
Waverton Investment Management
United Kingdom
$478K
CCA
9
Cottonwood Capital Advisors
Utah
$408K -$35.3K -983 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$359K +$342K +9,498 New
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$317K
TFA
12
Transamerica Financial Advisors
Florida
$305K +$289K +8,045 +114,929%
HighTower Advisors
13
HighTower Advisors
Illinois
$242K +$229K +6,377 New
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$232K +$239K +6,660 New
SG
15
StoneX Group
New York
$203K +$193K +5,366 New
Osaic Holdings
16
Osaic Holdings
Arizona
$113K +$108K +2,999 New
DF
17
Dunhill Financial
United Kingdom
$35.7K -$64K -1,779 -65%
Wells Fargo
18
Wells Fargo
California
$39
Jane Street
19
Jane Street
New York
-$1.34M -36,500 Closed
OMC
20
Old Mission Capital
Illinois
-$912K -24,873 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$422K -11,518 Closed
UBS Group
22
UBS Group
Switzerland
-$30.9K -844 Closed
AA
23
AlphaMark Advisors
Kentucky
-$4K -100 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$185 -5 Closed

FKU Hedge Fund Activity: Q1 2024 in Review

18 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2024, worth a combined $54.6M — up 351% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FKU positions and 6 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $38.6M. The largest seller was Jane Street, exiting entirely with an estimated $1.34M sold.

  • 18 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $54.6M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2024, up 351% quarter-over-quarter.
  • 7 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2024 was First Trust Advisors, an estimated $38.6M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2024 was Jane Street, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2024.