First Trust Developed Markets ex-US AlphaDEX Fund
94 hedge funds and large institutions have $238M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
6% more funds holding
Funds holding: 89 → 94 (+5)
3% more capital invested
Capital invested by funds: $231M → $238M (+$7.18M)
4.02% less ownership
Funds ownership: 61.62% → 57.59% (-4%)
39% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 41
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.62M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.74M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.94M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.37M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLI
Family Legacy Inc
Greenville,
South Carolina
|
-$5.22M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.55M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
FDT Hedge Fund Activity: Q1 2021 in Review
94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2021, worth a combined $238M — up 3.1% from $231M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FDT positions and 7 closed out — a net gain of 9 holders — while 25 added to existing stakes and 41 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.62M. The largest seller was Family Legacy Inc, exiting entirely with an estimated $5.22M sold.
- 94 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2021, up from 89 in Q4 2020.
- Funds reported $238M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2021, up 3.1% quarter-over-quarter.
- 16 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2021 and 7 closed out, a net change of +9 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2021 was Citadel Advisors, an estimated $4.62M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2021 was Family Legacy Inc, an estimated $5.22M sold.
Based on aggregated 13F filings for Q1 2021.