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First Trust Developed Markets ex-US AlphaDEX Fund

120 hedge funds and large institutions have $300M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$10.5M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.8% less ownership

Funds ownership: 73.84%70.04% (-3.8%)

4% less funds holding

Funds holding: 125120 (-5)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$2.09M -$2.24M -39,071 -52%
GWP
27
Gateway Wealth Partners
Wisconsin
$2.01M +$332K +5,795 +20%
LI
28
LVZ Inc
Michigan
$1.96M +$155K +2,716 +9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.91M +$17.1K +298 +0.9%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$1.89M -$119K -2,081 -6%
SCA
31
Snowden Capital Advisors
New York
$1.87M -$63.1K -1,103 -3%
FPWM
32
FSB Premier Wealth Management
Iowa
$1.79M -$153K -2,669 -8%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.68M -$29.1K -508 -2%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.68M -$29.1K -508 -2%
TW
35
Towerpoint Wealth
California
$1.63M +$18.7K +327 +1%
LSA
36
L & S Advisors
California
$1.63M +$80.3K +1,403 +5%
OFS
37
OneAscent Financial Services
Alabama
$1.6M -$46K -804 -3%
GS
38
GTS Securities
New York
$1.6M +$583K +10,188 +59%
AWS
39
Atria Wealth Solutions
New York
$1.56M -$108K -1,882 -7%
NW
40
NewEdge Wealth
Pennsylvania
$1.45M -$13.3K -233 -0.9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.41M -$4.64K -81 -0.3%
IWM
42
Iams Wealth Management
Nebraska
$1.32M +$6.81K +119 +0.5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$61.4K -1,072 -5%
FTUS
44
Flow Traders U.S.
New York
$1.09M +$1.07M +18,688 New
DADC
45
D.A. Davidson & Co
Montana
$1.04M -$12.9K -226 -1%
PAG
46
Private Advisor Group
New Jersey
$1.04M -$10.2K -179 -1%
SA
47
SFI Advisors
New Jersey
$969K -$18.1K -317 -2%
Jane Street
48
Jane Street
New York
$964K +$706K +12,336 +293%
MML Investors Services
49
MML Investors Services
Massachusetts
$957K +$24.4K +427 +3%
PA
50
PFG Advisors
Arizona
$934K -$272K -4,753 -23%

FDT Hedge Fund Activity: Q1 2025 in Review

120 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2025, worth a combined $300M — up 3.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDT and 11 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wells Fargo, cutting an estimated $4.2M.

  • 120 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2025, down from 125 in Q4 2024.
  • Funds reported $300M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2025, up 3.6% quarter-over-quarter.
  • 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2025 was LPL Financial, an estimated $3.05M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2025 was Wells Fargo, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.