First Trust Developed Markets ex-US AlphaDEX Fund
85 hedge funds and large institutions have $267M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $232M → $267M (+$34.8M)
12% more funds holding
Funds holding: 76 → 85 (+9)
4.47% more ownership
Funds ownership: 64.38% → 68.85% (+4.5%)
51% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLI
Family Legacy Inc
Greenville,
South Carolina
|
+$12.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.34M |
| 3 |
Jane Street
New York
|
+$6.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.24M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.63M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.94M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$3.83M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.33M |
FDT Hedge Fund Activity: Q3 2020 in Review
85 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2020, worth a combined $267M — up 15% from $232M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FDT positions and 9 closed out — a net gain of 10 holders — while 18 added to existing stakes and 37 trimmed.
The largest buyer was Family Legacy Inc, adding an estimated $12.1M. The largest seller was Envestnet Asset Management, cutting an estimated $5.12M.
- 85 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2020, up from 76 in Q2 2020.
- Funds reported $267M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2020, up 15% quarter-over-quarter.
- 19 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2020 and 9 closed out, a net change of +10 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2020 was Family Legacy Inc, an estimated $12.1M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2020 was Envestnet Asset Management, an estimated $5.12M sold.
Based on aggregated 13F filings for Q3 2020.