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First Trust United Kingdom AlphaDEX Fund

23 hedge funds and large institutions have $53.9M invested in First Trust United Kingdom AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more funds holding

Funds holding: 2123 (+2)

2.57% more ownership

Funds ownership: 80.74%83.31% (+2.6%)

11% less capital invested

Capital invested by funds: $60.8M → $53.9M (-$6.86M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$34.3M -$2.89M -72,696 -7%
Morgan Stanley
2
Morgan Stanley
New York
$5.14M -$2.41M -60,508 -31%
RG
3
Rathbones Group
United Kingdom
$2.26M +$64.6K +1,622 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$2.03M +$2.12M +53,387 New
BEI
5
Benjamin Edwards Inc
Missouri
$2M -$189K -4,756 -8%
FTUS
6
Flow Traders U.S.
New York
$1.58M +$1.65M +41,405 New
Corient Private Wealth
7
Corient Private Wealth
Florida
$1.22M -$55.5K -1,395 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$769K +$804K +20,197 New
PCH
9
PGIM Custom Harvest
New Jersey
$668K -$685K -17,221 -50%
Raymond James Financial
10
Raymond James Financial
Florida
$601K +$628K +15,787 New
Jane Street
11
Jane Street
New York
$582K +$608K +15,288 New
WIM
12
Waverton Investment Management
United Kingdom
$481K -$1.39K -35 -0.3%
QCM
13
Quantinno Capital Management
New York
$459K +$42K +1,055 +10%
UBS Group
14
UBS Group
Switzerland
$422K +$441K +11,073 New
CCA
15
Cottonwood Capital Advisors
Utah
$376K -$7.88K -198 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$327K +$213K +5,354 +166%
TFA
17
Transamerica Financial Advisors
Florida
$282K -$836 -21 -0.3%
HighTower Advisors
18
HighTower Advisors
Illinois
$212K -$3.78K -95 -2%
EPIMS
19
Evelyn Partners Investment Management Services
$76.2K +$79.7K +2,002 New
CAS
20
Coppell Advisory Solutions
Texas
$75.9K
DF
21
Dunhill Financial
United Kingdom
$36.6K +$637 +16 +2%
Comerica Bank
22
Comerica Bank
Texas
$5.14K +$597 +15 +13%
Wells Fargo
23
Wells Fargo
California
$45
Bank of America
24
Bank of America
North Carolina
-$747K -17,860 Closed
LPL Financial
25
LPL Financial
California
-$321K -7,674 Closed

FKU Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q4 2024, worth a combined $53.9M — down 11% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FKU positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.12M. The largest seller was First Trust Advisors, cutting an estimated $2.89M.

  • 23 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $53.9M of First Trust United Kingdom AlphaDEX Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 7 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q4 2024 was Citadel Advisors, an estimated $2.12M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q4 2024 was First Trust Advisors, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2024.