First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
24 hedge funds and large institutions have $29.4M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
71% more funds holding
Funds holding: 14 → 24 (+10)
28% more capital invested
Capital invested by funds: $23M → $29.4M (+$6.39M)
6.33% more ownership
Funds ownership: 65.9% → 72.24% (+6.3%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$2.13M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.86M |
| 3 |
Jane Street
New York
|
+$1.65M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 3 |
JG
Jefferies Group
New York
|
-$1.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$403K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$227K |
FPA Hedge Fund Activity: Q1 2015 in Review
24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q1 2015, worth a combined $29.4M — up 28% from $23M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FPA positions and 2 closed out — a net gain of 10 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $2.13M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.
- 24 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q1 2015, up from 14 in Q4 2014.
- Funds reported $29.4M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q1 2015, up 28% quarter-over-quarter.
- 12 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q1 2015 and 2 closed out, a net change of +10 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q1 2015 was SignalPoint Asset Management, an estimated $2.13M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q1 2015 was Morgan Stanley, an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2015.