First Trust Developed Markets ex-US AlphaDEX Fund
107 hedge funds and large institutions have $325M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
31% more capital invested
Capital invested by funds: $248M → $325M (+$77.5M)
15% more funds holding
Funds holding: 93 → 107 (+14)
8.62% more ownership
Funds ownership: 69.57% → 78.19% (+8.6%)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.8M |
| 4 |
Morgan Stanley
New York
|
+$2.96M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.58M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.83M |
| 4 |
Jane Street
New York
|
-$2.5M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.33M |
FDT Hedge Fund Activity: Q4 2022 in Review
107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2022, worth a combined $325M — up 31% from $248M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FDT positions and 8 closed out — a net gain of 15 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $23.7M. The largest seller was Wells Fargo, cutting an estimated $15.3M.
- 107 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2022, up from 93 in Q3 2022.
- Funds reported $325M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2022, up 31% quarter-over-quarter.
- 23 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2022 and 8 closed out, a net change of +15 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $23.7M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2022 was Wells Fargo, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2022.