First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
24 hedge funds and large institutions have $17.7M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 22 → 24 (+2)
8.54% more ownership
Funds ownership: 47.97% → 56.5% (+8.5%)
4% less capital invested
Capital invested by funds: $18.5M → $17.7M (-$826K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.11M |
| 2 |
Jane Street
New York
|
+$887K |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$37.5K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$20.1K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$1.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
-$1.46M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$624K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$593K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$217K |
| 5 |
Morgan Stanley
New York
|
-$170K |
FPA Hedge Fund Activity: Q2 2019 in Review
24 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q2 2019, worth a combined $17.7M — down 4.5% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FPA positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 12 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $2.11M. The largest seller was Breiter Capital Management, exiting entirely with an estimated $1.46M sold.
- 24 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q2 2019, up from 22 in Q1 2019.
- Funds reported $17.7M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q2 2019, down 4.5% quarter-over-quarter.
- 4 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q2 2019 and 2 closed out, a net change of +2 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q2 2019 was Kingsview Wealth Management, an estimated $2.11M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q2 2019 was Breiter Capital Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q2 2019.