First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
25 hedge funds and large institutions have $33.1M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $29.4M → $33.1M (+$3.71M)
4% more funds holding
Funds holding: 24 → 25 (+1)
8.86% less ownership
Funds ownership: 72.24% → 63.38% (-8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$785K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$461K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.96M |
| 2 |
Jane Street
New York
|
-$529K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$66.6K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$24.6K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$13K |
FPA Hedge Fund Activity: Q2 2015 in Review
25 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q2 2015, worth a combined $33.1M — up 13% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FPA positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.4M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $1.96M sold.
- 25 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q2 2015, up from 24 in Q1 2015.
- Funds reported $33.1M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q2 2015, up 13% quarter-over-quarter.
- 3 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q2 2015 and 2 closed out, a net change of +1 holder.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q2 2015 was Morgan Stanley, an estimated $2.4M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q2 2015 was Beaumont Financial Advisors, an estimated $1.96M sold.
Based on aggregated 13F filings for Q2 2015.