First Trust Developed Markets ex-US AlphaDEX Fund
27 hedge funds and large institutions have $53.8M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
8.67% less ownership
Funds ownership: 60.06% → 51.38% (-8.7%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
40% less capital invested
Capital invested by funds: $89.6M → $53.8M (-$35.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.76M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$573K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$436K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$419K |
| 5 |
JG
Jefferies Group
New York
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$17.7M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$9.92M |
| 3 |
Morgan Stanley
New York
|
-$6.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.35M |
FDT Hedge Fund Activity: Q1 2014 in Review
27 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2014, worth a combined $53.8M — down 40% from $89.6M a quarter earlier.
Fund positioning in FDT was balanced in Q1 2014: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 11 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.76M. The largest seller was Hays Advisory, exiting entirely with an estimated $17.7M sold.
- 27 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $53.8M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2014, down 40% quarter-over-quarter.
- 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2014 and 6 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2014 was Goldman Sachs, an estimated $1.76M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2014 was Hays Advisory, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2014.