First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
16 hedge funds and large institutions have $9.54M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 10 → 16 (+6)
31% more capital invested
Capital invested by funds: $7.3M → $9.54M (+$2.24M)
7.21% less ownership
Funds ownership: 61.98% → 54.77% (-7.2%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$3.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$578K |
| 5 |
WAM
Walker Asset Management
Verona,
Missouri
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$3.52M |
| 2 |
Jane Street
New York
|
-$948K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$32K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$9.5K |
FPA Hedge Fund Activity: Q1 2023 in Review
16 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q1 2023, worth a combined $9.54M — up 31% from $7.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FPA positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Waverton Investment Management, opening a new position worth an estimated $3.69M. The largest seller was Vivaldi Capital Management, cutting an estimated $3.52M.
- 16 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q1 2023, up from 10 in Q4 2022.
- Funds reported $9.54M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q1 2023, up 31% quarter-over-quarter.
- 6 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q1 2023 and 0 closed out, a net change of +6 holders.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q1 2023 was Waverton Investment Management, an estimated $3.69M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q1 2023 was Vivaldi Capital Management, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2023.