First Trust Developed Markets ex-US AlphaDEX Fund
22 hedge funds and large institutions have $84.8M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
28% more capital invested
Capital invested by funds: $66.5M → $84.8M (+$18.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.4% less ownership
Funds ownership: 71.4% → 71% (-0.4%)
4% less funds holding
Funds holding: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.86M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$6.05M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$928K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$841K |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 3 |
Jane Street
New York
|
-$1.27M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$734K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$524K |
FDT Hedge Fund Activity: Q3 2013 in Review
22 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2013, worth a combined $84.8M — up 28% from $66.5M a quarter earlier.
Fund positioning in FDT was balanced in Q3 2013: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.86M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.21M sold.
- 22 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2013, down from 23 in Q2 2013.
- Funds reported $84.8M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2013, up 28% quarter-over-quarter.
- 4 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2013 and 4 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $8.86M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $3.21M sold.
Based on aggregated 13F filings for Q3 2013.