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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

85 hedge funds and large institutions have $549M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

31% more funds holding

Funds holding: 65 → 85 (+20)

20% more capital invested

Capital invested by funds: $458M → $549M (+$91.8M)

8.6% more ownership

Funds ownership: 70.02% → 78.62% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
85
Holders Change
+20
Holders Change %
+30.77%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
37
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15M
2
First Trust Advisors
First Trust Advisors
Illinois
+$13.2M
3
Wells Fargo
Wells Fargo
California
+$12.3M
4
LPL Financial
LPL Financial
California
+$5.89M
5
UBS Group
UBS Group
Switzerland
+$5.02M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.79M
2
OMC
Old Mission Capital
Illinois
-$6.74M
3
PFA
Pinnacle Family Advisors
Missouri
-$2.88M
4
HA
Hays Advisory
Tennessee
-$2.8M
5
SI
SII Investments
Wisconsin
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
SII Investments
Wisconsin
$2.11M -$2.58M -42,521 -56%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.86M +$408K +6,727 +29%
FAIM
28
Financial Advocates Investment Management
Washington
$1.69M +$1.64M +27,054 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.51M +$412K +6,784 +39%
WS
30
Wedbush Securities
California
$1.5M +$1.46M +24,003 New
SCA
31
Snowden Capital Advisors
New York
$1.48M +$1.44M +23,734 New
IH
32
IFC Holdings
Florida
$1.48M +$1.1M +18,151 +333%
FHC
33
First Heartland Consultants
Missouri
$1.44M +$73.7K +1,215 +6%
AFNAS
34
American Financial Network Advisory Services
California
$1.44M +$247K +4,067 +21%
BCM
35
Brookstone Capital Management
Illinois
$1.31M +$1.28M +21,030 New
LI
36
LVZ Inc
Michigan
$1.25M +$82.6K +1,361 +7%
Citigroup
37
Citigroup
New York
$1.21M +$97.6K +1,609 +9%
CWM
38
Cornerstone Wealth Management
Missouri
$1.16M -$3.64K -60 -0.3%
CS
39
Comerica Securities
Michigan
$1.15M +$9.71K +160 +0.9%
FHA
40
First Horizon Advisors
Tennessee
$1.12M -$205K -3,374 -16%
PFS
41
Prospera Financial Services
Texas
$1.05M +$53.8K +886 +6%
ASN
42
Advisory Services Network
Georgia
$1M +$434K +7,144 +80%
RIA
43
Regal Investment Advisors
Michigan
$864K -$1.21M -19,950 -59%
DADC
44
D.A. Davidson & Co
Montana
$821K -$66.8K -1,101 -8%
FWM
45
Frontier Wealth Management
Missouri
$773K -$187K -3,088 -20%
SI
46
Stephens Inc
Arkansas
$773K +$752K +12,386 New
SWP
47
Stratos Wealth Partners
Ohio
$706K +$81.7K +1,347 +14%
UR
48
USCA RIA
Texas
$638K +$620K +10,221 New
PAG
49
Private Advisor Group
New Jersey
$606K +$850 +14 +0.1%
CP
50
Camelot Portfolios
Ohio
$586K +$570K +9,388 New
1
2
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FDT Hedge Fund Activity: Q4 2017 in Review

85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2017, worth a combined $549M — up 20% from $458M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FDT positions and 4 closed out — a net gain of 20 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.79M sold.

  • 85 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2017, up from 65 in Q3 2017.
  • Funds reported $549M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2017, up 20% quarter-over-quarter.
  • 24 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2017 and 4 closed out, a net change of +20 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2017 was Bank of America, an estimated $15M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2017 was Citadel Advisors, an estimated $7.79M sold.

Based on aggregated 13F filings for Q4 2017.