First Trust Taiwan AlphaDEX Fund
FTW was delisted on the 17th of April, 2018.
11 hedge funds and large institutions have $10.8M invested in First Trust Taiwan AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 9 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
42% less funds holding
Funds holding: 19 → 11 (-8)
48% less capital invested
Capital invested by funds: $20.7M → $10.8M (-$9.87M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$3.14M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.33M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$701K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$251K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$45.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$8.72M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$3.69M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$2.58M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$419K |
| 5 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$344K |
FTW Hedge Fund Activity: Q1 2015 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Taiwan AlphaDEX Fund (FTW) for Q1 2015, worth a combined $10.8M — down 48% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FTW and 2 opened new positions — a net loss of 7 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Accuvest Global Advisors, adding an estimated $3.14M. The largest seller was Hays Advisory, exiting entirely with an estimated $8.72M sold.
- 11 institutional investors held First Trust Taiwan AlphaDEX Fund (FTW) as of Q1 2015, down from 19 in Q4 2014.
- Funds reported $10.8M of First Trust Taiwan AlphaDEX Fund stock for Q1 2015, down 48% quarter-over-quarter.
- 2 funds opened new First Trust Taiwan AlphaDEX Fund positions in Q1 2015 and 9 closed out, a net change of -7 holders.
- The largest First Trust Taiwan AlphaDEX Fund buyer in Q1 2015 was Accuvest Global Advisors, an estimated $3.14M added.
- The largest First Trust Taiwan AlphaDEX Fund seller in Q1 2015 was Hays Advisory, an estimated $8.72M sold.
Based on aggregated 13F filings for Q1 2015.