First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
22 hedge funds and large institutions have $18.5M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more capital invested
Capital invested by funds: $16.9M → $18.5M (+$1.61M)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
8.31% less ownership
Funds ownership: 56.27% → 47.97% (-8.3%)
8% less funds holding
Funds holding: 24 → 22 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$1.21M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$840K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$534K |
| 4 |
Morgan Stanley
New York
|
+$168K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$551K |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$376K |
| 4 |
Jane Street
New York
|
-$208K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$208K |
FPA Hedge Fund Activity: Q1 2019 in Review
22 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q1 2019, worth a combined $18.5M — up 9.5% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FPA and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Breiter Capital Management, opening a new position worth an estimated $1.21M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.
- 22 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q1 2019, down from 24 in Q4 2018.
- Funds reported $18.5M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q1 2019, up 9.5% quarter-over-quarter.
- 3 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q1 2019 and 4 closed out, a net change of -1 holder.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q1 2019 was Breiter Capital Management, an estimated $1.21M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q1 2019 was Susquehanna International Group, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2019.