First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
24 hedge funds and large institutions have $16.9M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
15.62% more ownership
Funds ownership: 40.65% → 56.27% (+16%)
14% more funds holding
Funds holding: 21 → 24 (+3)
2% more capital invested
Capital invested by funds: $16.5M → $16.9M (+$333K)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$6.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$748K |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$592K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$574K |
| 5 |
Jane Street
New York
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$284K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$218K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$122K |
FPA Hedge Fund Activity: Q4 2018 in Review
24 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q4 2018, worth a combined $16.9M — up 2% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FPA positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 11 trimmed.
The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $6.74M. The largest seller was Morgan Stanley, cutting an estimated $4.95M.
- 24 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q4 2018, up from 21 in Q3 2018.
- Funds reported $16.9M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q4 2018, up 2% quarter-over-quarter.
- 6 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q4 2018 and 3 closed out, a net change of +3 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q4 2018 was Vivaldi Capital Management, an estimated $6.74M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q4 2018 was Morgan Stanley, an estimated $4.95M sold.
Based on aggregated 13F filings for Q4 2018.