First Trust Developed Markets ex-US AlphaDEX Fund
103 hedge funds and large institutions have $271M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 8 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 29
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
1% more funds holding
Funds holding: 102 → 103 (+1)
0.62% less ownership
Funds ownership: 68.99% → 68.37% (-0.62%)
11% less capital invested
Capital invested by funds: $303M → $271M (-$32.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.83M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.02M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$754K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$459K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$355K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$349K |
FDT Hedge Fund Activity: Q2 2022 in Review
103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2022, worth a combined $271M — down 11% from $303M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDT positions and 8 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.03M. The largest seller was Morgan Stanley, cutting an estimated $3.02M.
- 103 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2022, up from 102 in Q1 2022.
- Funds reported $271M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2022 and 8 closed out, a net change of +3 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $3.03M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2022 was Morgan Stanley, an estimated $3.02M sold.
Based on aggregated 13F filings for Q2 2022.