First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
23 hedge funds and large institutions have $35.2M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $32.2M → $35.2M (+$2.99M)
6.44% less ownership
Funds ownership: 62.21% → 55.76% (-6.4%)
15% less funds holding
Funds holding: 27 → 23 (-4)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.54M |
| 3 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$698K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$177K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$86.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$789K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$532K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$483K |
| 4 |
Jane Street
New York
|
-$430K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$209K |
FPA Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q1 2018, worth a combined $35.2M — up 9.3% from $32.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FPA and 0 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $789K sold.
- 23 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q1 2018, down from 27 in Q4 2017.
- Funds reported $35.2M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q1 2018, up 9.3% quarter-over-quarter.
- 0 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q1 2018 and 4 closed out, a net change of -4 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q1 2018 was Morgan Stanley, an estimated $3M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q1 2018 was Citadel Advisors, an estimated $789K sold.
Based on aggregated 13F filings for Q1 2018.