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First Trust United Kingdom AlphaDEX Fund

30 hedge funds and large institutions have $91.7M invested in First Trust United Kingdom AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $70.6M → $91.7M (+$21.2M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1.37% more ownership

Funds ownership: 81.46%82.83% (+1.4%)

0% more funds holding

Funds holding: 3030 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
10
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
$57.9M +$20.9M +395,709 +52%
P
2
&Partners
Tennessee
$7.47M +$4.72M +89,204 +151%
Citadel Advisors
3
Citadel Advisors
Florida
$4.3M -$2.6M -49,180 -37%
ASN
4
Advisory Services Network
Georgia
$3.81M +$4M +75,610 New
Jane Street
5
Jane Street
New York
$3.13M +$2.23M +42,184 +211%
RG
6
Rathbones Group
United Kingdom
$2.28M -$706K -13,332 -23%
Morgan Stanley
7
Morgan Stanley
New York
$1.92M -$2.86M -54,021 -59%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.61M -$1.67M -31,528 -49%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.08M -$891K -16,844 -44%
QCM
10
Quantinno Capital Management
New York
$1.05M -$131K -2,482 -11%
Raymond James Financial
11
Raymond James Financial
Florida
$975K +$215K +4,070 +27%
PAG
12
Private Advisory Group
Washington
$851K +$895K +16,903 New
LCAM
13
London & Capital Asset Management
United Kingdom
$777K +$190K +3,590 +30%
PCH
14
PGIM Custom Harvest
New Jersey
$746K +$41.3K +780 +6%
DF
15
Dunhill Financial
United Kingdom
$730K +$604K +11,408 +369%
TFA
16
Transamerica Financial Advisors
Florida
$686K +$443K +8,371 +160%
CCA
17
Cottonwood Capital Advisors
Utah
$594K +$61.3K +1,158 +11%
GCA
18
Genesee Capital Advisors
New York
$593K -$62K -1,172 -9%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$273K
WJWM
20
Williams Jones Wealth Management
New York
$252K
LPL Financial
21
LPL Financial
California
$217K +$228K +4,312 New
UWS
22
Unique Wealth Strategies
Illinois
$216K -$509K -9,619 -69%
Osaic Holdings
23
Osaic Holdings
Arizona
$163K
NA
24
NewEdge Advisors
Louisiana
$37.1K
UBS Group
25
UBS Group
Switzerland
$30.5K +$26.2K +495 +450%

FKU Hedge Fund Activity: Q1 2026 in Review

30 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in First Trust United Kingdom AlphaDEX Fund (FKU) for Q1 2026, worth a combined $91.7M — up 30% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FKU positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $20.9M. The largest seller was Morgan Stanley, cutting an estimated $2.86M.

  • 30 institutional investors held First Trust United Kingdom AlphaDEX Fund (FKU) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $91.7M of First Trust United Kingdom AlphaDEX Fund stock for Q1 2026, up 30% quarter-over-quarter.
  • 6 funds opened new First Trust United Kingdom AlphaDEX Fund positions in Q1 2026 and 5 closed out, a net change of +1 holder.
  • The largest First Trust United Kingdom AlphaDEX Fund buyer in Q1 2026 was First Trust Advisors, an estimated $20.9M added.
  • The largest First Trust United Kingdom AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2026.