First Trust Developed Markets ex-US AlphaDEX Fund
102 hedge funds and large institutions have $303M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 14 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 26
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
4% more capital invested
Capital invested by funds: $291M → $303M (+$12.4M)
0% more funds holding
Funds holding: 102 → 102 (0)
0.92% less ownership
Funds ownership: 69.91% → 68.99% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.64M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.73M |
| 4 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$2.98M |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.44M |
| 3 |
Jane Street
New York
|
-$2.26M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$919K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$714K |
FDT Hedge Fund Activity: Q1 2022 in Review
102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2022, worth a combined $303M — up 4.3% from $291M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FDT positions and 14 closed out — a net gain of 2 holders — while 49 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.64M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.5M sold.
- 102 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $303M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2022, up 4.3% quarter-over-quarter.
- 16 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2022 and 14 closed out, a net change of +2 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2022 was Envestnet Asset Management, an estimated $7.64M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2022 was Old Mission Capital, an estimated $3.5M sold.
Based on aggregated 13F filings for Q1 2022.