FDT icon

First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

119 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
51
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
Wells Fargo
Wells Fargo
California
+$8.49M
3
LPL Financial
LPL Financial
California
+$5.56M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.87M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.27M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.28M
4
KAS
Kestra Advisory Services
Texas
-$1.21M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$3.29M +$249K +4,911 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.75M +$849K +16,749 +45%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.65M -$1.12K -22 -0%
IA
29
IFP Advisors
Florida
$2.6M -$982K -15,498 -27%
WP
30
WealthSource Partners
California
$2.59M +$195K +3,839 +8%
CAN
31
Cetera Advisor Networks
California
$2.28M +$226K +4,450 +11%
KAS
32
Kestra Advisory Services
Texas
$2.14M -$1.21M -23,818 -36%
IWM
33
Iams Wealth Management
Nebraska
$2.08M +$10.4K +206 +0.5%
SPC
34
Sigma Planning Corp
Michigan
$1.73M -$50K -986 -3%
TFA
35
TPG Financial Advisors
Oregon
$1.64M +$5.53K +109 +0.3%
DADC
36
D.A. Davidson & Co
Montana
$1.55M +$73.8K +1,456 +5%
AWS
37
Atria Wealth Solutions
New York
$1.47M +$81.8K +1,613 +6%
TW
38
Towerpoint Wealth
California
$1.41M -$41.6K -820 -3%
LI
39
LVZ Inc
Michigan
$1.35M +$489K +9,638 +56%
AI
40
Atria Investments
North Carolina
$1.3M +$1.3M +25,630 New
CWM
41
Catalyst Wealth Management
Georgia
$1.19M +$193K +3,809 +19%
SWP
42
Stratos Wealth Partners
Ohio
$1.15M +$14.5K +287 +1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.12M +$460K +9,073 +70%
PAG
44
Private Advisor Group
New Jersey
$1.09M +$1.09M +21,540 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$995K -$834K -16,446 -46%
SA
46
SFI Advisors
New Jersey
$921K – – –
CA
47
Cetera Advisors
Colorado
$877K +$4.26K +84 +0.5%
IA
48
IFG Advisory
Georgia
$861K +$126K +2,478 +17%
BRWA
49
B. Riley Wealth Advisors
Florida
$751K +$178K +3,509 +31%
AWM
50
Avior Wealth Management
Nebraska
$721K +$721K +14,214 New
1
2
3 4 5