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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

101 hedge funds and large institutions have $760M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
24
Increased
47
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$43M
2
LFAS
Level Four Advisory Services
Texas
+$27.5M
3
Bank of America
Bank of America
North Carolina
+$24.7M
4
Morgan Stanley
Morgan Stanley
New York
+$23.2M
5
TIM
Total Investment Management
Arizona
+$22.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.73M
3
PFA
Pinnacle Family Advisors
Missouri
-$6.01M
4
HA
Hays Advisory
Tennessee
-$1.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$822K -$48K -764 -6%
DADC
52
D.A. Davidson & Co
Montana
$768K -$59.5K -947 -7%
UR
53
USCA RIA
Texas
$749K +$107K +1,705 +17%
LPT
54
Legacy Private Trust
Wisconsin
$622K +$334K +5,311 +116%
NA
55
Navellier & Associates
Nevada
$610K +$610K +9,714 New
RPG
56
Risk Paradigm Group
Texas
$574K -$8.99K -143 -2%
WF
57
WealthTrust Fairport
Ohio
$523K +$160K +2,545 +44%
PFA
58
Pinnacle Family Advisors
Missouri
$498K -$6.01M -95,680 -92%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$429K +$429K +6,812 New
SG
60
StoneX Group
New York
$409K +$79.3K +1,261 +24%
FAAS
61
First Allied Advisory Services
California
$379K +$210K +3,370 +125%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$375K -$3.08K -49 -0.8%
TFA
63
Transamerica Financial Advisors
Florida
$373K +$373K +5,937 New
KA
64
Kovack Advisors
Florida
$363K +$363K +5,781 New
FFS
65
Founders Financial Securities
Maryland
$348K -$3.52K -56 -1%
HI
66
Horizon Investments
North Carolina
$348K -$3.52K -56 -1%
Renaissance Technologies
67
Renaissance Technologies
New York
$327K +$327K +5,200 New
NWM
68
Northwest Wealth Management
Iowa
$312K +$312K +4,955 New
CPIG
69
Chicago Partners Investment Group
Illinois
$305K – – –
IA
70
IFP Advisors
Florida
$305K – – –
VAM
71
Visionary Asset Management
Texas
$276K -$27.9K -448 -9%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K +$191K +3,049 +267%
WEC
73
Winslow Evans & Crocker
Massachusetts
$263K +$28.3K +450 +12%
PWA
74
Peterson Wealth Advisors
Utah
$213K +$213K +3,394 New
SPC
75
Sigma Planning Corp
Michigan
$210K +$210K +3,348 New
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