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First Trust Developed Markets ex-US AlphaDEX Fund

181 hedge funds and large institutions have $766M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $532M → $766M (+$235M)

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

13% more funds holding

Funds holding: 160181 (+21)

2.81% more ownership

Funds ownership: 67.22%70.03% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$110M +$13.9M +157,056 +14%
Wells Fargo
2
Wells Fargo
California
$78.3M +$42.8M +482,463 +115%
LPL Financial
3
LPL Financial
California
$75.1M +$1.76M +19,896 +2%
UBS Group
4
UBS Group
Switzerland
$55.8M +$31.7M +357,010 +125%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.3M -$5.12M -57,695 -14%
Citadel Advisors
6
Citadel Advisors
Florida
$25.8M +$26.3M +296,329 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$24.6M +$1.29M +14,574 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$23M +$5.49M +61,896 +30%
First Trust Advisors
9
First Trust Advisors
Illinois
$22.5M +$21.8M +246,296 +2,057%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$22.3M +$19.2M +216,814 +547%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.7M +$2.68M +30,265 +15%
SPWG
12
Sage Private Wealth Group
Illinois
$18.8M +$3.27M +36,932 +21%
SAS
13
SMI Advisory Services
Indiana
$18M +$3.45M +38,970 +24%
Jane Street
14
Jane Street
New York
$17M +$17.3M +195,482 New
Stifel Financial
15
Stifel Financial
Missouri
$11.7M +$2.94M +33,169 +33%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.4M -$1.81M -20,392 -13%
IFG
17
Independent Financial Group
California
$10.9M +$1.22M +13,716 +12%
AssetMark Inc
18
AssetMark Inc
California
$10.3M -$3.1M -34,991 -23%
BEI
19
Benjamin Edwards Inc
Missouri
$9.77M -$2.7M -30,419 -21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.32M -$9.27M -104,569 -52%
KWM
21
Kingsview Wealth Management
Oregon
$7.07M -$413K -4,655 -5%
MFG
22
Mainsail Financial Group
Washington
$7.05M +$12.1K +136 +0.2%
Truist Financial
23
Truist Financial
North Carolina
$6.24M +$2.82M +31,759 +79%
CWA
24
Crusonia Wealth Advisors
Colorado
$5.2M -$309K -3,487 -6%
TFA
25
TPG Financial Advisors
Oregon
$4.83M -$196K -2,206 -4%