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First Trust United Kingdom AlphaDEX Fund

21 hedge funds and large institutions have $58M invested in First Trust United Kingdom AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

17% more funds holding

Funds holding: 1821 (+3)

6% more capital invested

Capital invested by funds: $54.6M → $58M (+$3.41M)

1.83% more ownership

Funds ownership: 85.05%86.89% (+1.8%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$37.3M -$3.59M -94,407 -9%
Morgan Stanley
2
Morgan Stanley
New York
$6.08M +$2.11M +55,347 +53%
Jane Street
3
Jane Street
New York
$3.09M +$3.09M +81,149 New
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.19M -$124K -3,246 -5%
RG
5
Rathbones Group
United Kingdom
$1.7M +$260K +6,823 +18%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.57M +$328K +8,629 +27%
PCH
7
PGIM Custom Harvest
New Jersey
$1.53M -$349K -9,166 -19%
FTUS
8
Flow Traders U.S.
New York
$1.44M +$1.43M +37,677 New
RJA
9
Raymond James & Associates
Florida
$596K +$190 +5 +0%
WIM
10
Waverton Investment Management
United Kingdom
$484K
CCA
11
Cottonwood Capital Advisors
Utah
$426K -$7.38K -194 -2%
QCM
12
Quantinno Capital Management
New York
$363K +$362K +9,518 New
TFA
13
Transamerica Financial Advisors
Florida
$307K
HighTower Advisors
14
HighTower Advisors
Illinois
$216K -$27.5K -722 -11%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$207K -$155K -4,061 -43%
SG
16
StoneX Group
New York
$205K
Osaic Holdings
17
Osaic Holdings
Arizona
$123K +$8.79K +231 +8%
CAS
18
Coppell Advisory Solutions
Texas
$76K +$75.9K +1,994 New
DF
19
Dunhill Financial
United Kingdom
$35.8K -$152 -4 -0.4%
Comerica Bank
20
Comerica Bank
Texas
$4.69K +$4.68K +123 New
Wells Fargo
21
Wells Fargo
California
$20
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
-$317K -8,398 Closed
LCWP
23
Legacy Capital Wealth Partners
Arkansas
-$232K -6,660 Closed

FKU Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2024, worth a combined $58M — up 6.2% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FKU positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.09M. The largest seller was First Trust Advisors, cutting an estimated $3.59M.

  • 21 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $58M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 5 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2024 was Jane Street, an estimated $3.09M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2024 was First Trust Advisors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2024.