First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
13 hedge funds and large institutions have $11.7M invested in First Trust Asia Pacific ex-Japan AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $8.25M → $11.7M (+$3.43M)
16.12% more ownership
Funds ownership: 49.7% → 65.83% (+16%)
8% more funds holding
Funds holding: 12 → 13 (+1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$351K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$231K |
| 4 |
Morgan Stanley
New York
|
+$149K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$68.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.19M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$525K |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
-$74.6K |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
-$15.8K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$3.88K |
FPA Hedge Fund Activity: Q4 2023 in Review
13 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) for Q4 2023, worth a combined $11.7M — up 42% from $8.25M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FPA positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.63M. The largest seller was LPL Financial, exiting entirely with an estimated $1.19M sold.
- 13 institutional investors held First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $11.7M of First Trust Asia Pacific ex-Japan AlphaDEX Fund stock for Q4 2023, up 42% quarter-over-quarter.
- 3 funds opened new First Trust Asia Pacific ex-Japan AlphaDEX Fund positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund buyer in Q4 2023 was Citadel Advisors, an estimated $3.63M added.
- The largest First Trust Asia Pacific ex-Japan AlphaDEX Fund seller in Q4 2023 was LPL Financial, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2023.