First Trust Developed Markets ex-US AlphaDEX Fund
114 hedge funds and large institutions have $306M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 9 closing their positions.
10% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 51
6% less funds holding
Funds holding: 121 → 114 (-7)
16.23% less ownership
Funds ownership: 89.68% → 73.45% (-16%)
16% less capital invested
Capital invested by funds: $367M → $306M (-$60.2M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.89M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.19M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.03M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.86M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$56.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.51M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.91M |
| 4 |
Jane Street
New York
|
-$4.92M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.41M |
FDT Hedge Fund Activity: Q1 2024 in Review
114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2024, worth a combined $306M — down 16% from $367M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FDT and 7 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 46 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $56.6M.
- 114 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2024, down from 121 in Q4 2023.
- Funds reported $306M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2024, down 16% quarter-over-quarter.
- 7 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2024 and 9 closed out, a net change of -2 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.89M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2024.