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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

116 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
55
Closed
10
Calls
–
Puts
$2.96M
Net Calls
-$2.96M
Net Calls Change
-$2.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M
4
Wells Fargo
Wells Fargo
California
$27.5M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$65.1M
4
CAS
Coppell Advisory Solutions
Texas
$4.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$3.32M -$62.8K -1,222 -2%
SAM
27
SignalPoint Asset Management
Missouri
$3.2M -$130K -2,525 -4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.66M -$16.2K -315 -0.6%
IA
29
IFP Advisors
Florida
$2.65M +$538K +10,482 +26%
AWM
30
AE Wealth Management
Kansas
$2.63M -$771K -15,024 -23%
WP
31
WealthSource Partners
California
$2.61M -$10.1K -197 -0.4%
CAN
32
Cetera Advisor Networks
California
$2.01M -$308K -6,000 -13%
TFA
33
TPG Financial Advisors
Oregon
$1.96M +$297K +5,793 +18%
KAS
34
Kestra Advisory Services
Texas
$1.95M -$216K -4,211 -10%
SWP
35
Stratos Wealth Partners
Ohio
$1.5M +$340K +6,625 +29%
DADC
36
D.A. Davidson & Co
Montana
$1.49M -$84K -1,635 -5%
LI
37
LVZ Inc
Michigan
$1.48M +$108K +2,107 +8%
AWM
38
Apollon Wealth Management
South Carolina
$1.41M +$1.41M +27,406 New
AWS
39
Atria Wealth Solutions
New York
$1.41M -$84.7K -1,649 -6%
TW
40
Towerpoint Wealth
California
$1.4M -$26.8K -521 -2%
KDA
41
Kraft Davis & Associates
Missouri
$1.39M +$1.39M +26,634 New
LSA
42
L & S Advisors
California
$1.35M +$1.35M +26,332 New
AI
43
Atria Investments
North Carolina
$1.33M +$9.81K +191 +0.7%
NW
44
NewEdge Wealth
Pennsylvania
$1.24M +$583K +11,359 +89%
PAG
45
Private Advisor Group
New Jersey
$1.08M -$25.9K -504 -2%
AssetMark Inc
46
AssetMark Inc
California
$1.02M +$1.02M +19,817 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$1.02M -$118K -2,302 -10%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$969K -$39.5K -769 -4%
SA
49
SFI Advisors
New Jersey
$933K – – –
IA
50
IFG Advisory
Georgia
$902K +$28.9K +563 +3%
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