Who Owns FPA?
First Trust Asia Pacific ex-Japan AlphaDEX Fund — Institutional Ownership & 13F Holdings
$49.66
+0.01 (+0.03%)
Market Cap
$27.8M
Shares Outstanding
605,420
Institutional Holders
9
Total Inst. Value
$7.6M
% of Float Held
—
QoQ Holder Change
-3
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Waverton Investment Management Ltd | $4.6M | 160,930 |
| 2 | Rathbones Group PLC | $787K | 27,703 |
| 3 | RPg Family Wealth Advisory, LLC | $720K | 25,360 |
| 4 | Farther Finance Advisors, LLCNew | $712K | 24,606 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $540K | 19,002 |
| 6 | LPL Financial LLCNew | $215K | 7,564 |
| 7 | MORGAN STANLEY | $55K | 1,944 |
| 8 | UBS Group AG | $2K | 56 |
| 9 | Atria Wealth Solutions, Inc. | $860 | 30,309 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Waverton Investment Management Ltd | +19K | $4.6M |
| Rathbones Group PLC | +2K | $787K |
| RPg Family Wealth Advisory, LLC | +531 | $720K |
| Farther Finance Advisors, LLCNew | +25K | $712K |
| LPL Financial LLCNew | +8K | $215K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -40K | $540K |
| MORGAN STANLEY | -1K | $55K |
| UBS Group AG | -144 | $2K |
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Frequently Asked Questions
How many institutional investors hold FPA?
As of Q1 2025, 9 institutional investors report holding FPA (First Trust Asia Pacific ex-Japan AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FPA?
The largest institutional holder of FPA is Waverton Investment Management Ltd with $4.6M in shares.
Are institutions buying or selling FPA?
This quarter, 2 institutions opened new positions in FPA and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.