We are live on ! Find out more
FKU icon

First Trust United Kingdom AlphaDEX Fund

25 hedge funds and large institutions have $49.1M invested in First Trust United Kingdom AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $42M → $49.1M (+$7.09M)

14% more funds holding

Funds holding: 2225 (+3)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.18% less ownership

Funds ownership: 77.78%77.59% (-0.18%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$26.6M +$1.99M +45,706 +9%
Morgan Stanley
2
Morgan Stanley
New York
$6.61M -$686K -15,752 -10%
RG
3
Rathbones Group
United Kingdom
$2.94M +$216K +4,953 +9%
Jane Street
4
Jane Street
New York
$2.41M +$168K +3,858 +8%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.5M +$2.05K +47 +0.1%
PAG
6
Private Advisory Group
Washington
$1.41M +$1.31M +30,120 New
QCM
7
Quantinno Capital Management
New York
$1.18M -$57.1K -1,311 -5%
LPL Financial
8
LPL Financial
California
$771K +$716K +16,440 New
PCH
9
PGIM Custom Harvest
New Jersey
$696K +$4.88K +112 +0.8%
Raymond James Financial
10
Raymond James Financial
Florida
$615K -$1.13K -26 -0.2%
WIM
11
Waverton Investment Management
United Kingdom
$540K +$74.4K +1,710 +17%
Goldman Sachs
12
Goldman Sachs
New York
$476K +$442K +10,160 New
UWS
13
Unique Wealth Strategies
Illinois
$460K +$427K +9,805 New
CCA
14
Cottonwood Capital Advisors
Utah
$446K -$2.05K -47 -0.5%
UBS Group
15
UBS Group
Switzerland
$411K -$118K -2,708 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$405K +$2.61K +60 +0.7%
WJWM
17
Williams Jones Wealth Management
New York
$399K +$370K +8,500 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$381K -$258K -5,937 -42%
TFA
19
Transamerica Financial Advisors
Florida
$239K -$39.5K -907 -15%
SG
20
StoneX Group
New York
$222K +$206K +4,735 New
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$220K +$205K +4,702 New
EPIMS
22
Evelyn Partners Investment Management Services
$93.9K
DF
23
Dunhill Financial
United Kingdom
$45.2K +$1.78K +41 +4%
NA
24
NewEdge Advisors
Louisiana
$34.1K +$31.7K +728 New
Comerica Bank
25
Comerica Bank
Texas
$5.81K -$131 -3 -2%

FKU Hedge Fund Activity: Q2 2025 in Review

25 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q2 2025, worth a combined $49.1M — up 17% from $42M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FKU positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $1.99M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.91M sold.

  • 25 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q2 2025, up from 22 in Q1 2025.
  • Funds reported $49.1M of First Trust United Kingdom AlphaDEX Fund stock for Q2 2025, up 17% quarter-over-quarter.
  • 8 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q2 2025 and 5 closed out, a net change of +3 holders.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q2 2025 was First Trust Advisors, an estimated $1.99M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q2 2025 was Old Mission Capital, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.