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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

116 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
55
Closed
10
Calls
–
Puts
$2.96M
Net Calls
-$2.96M
Net Calls Change
-$2.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M
4
Wells Fargo
Wells Fargo
California
$27.5M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$65.1M
4
CAS
Coppell Advisory Solutions
Texas
$4.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$763K -$126K -2,459 -14%
BRWA
52
B. Riley Wealth Advisors
Florida
$747K -$13.9K -271 -2%
NA
53
NewEdge Advisors
Louisiana
$744K +$16.2K +315 +2%
PAS
54
Park Avenue Securities
New York
$709K +$141K +2,745 +25%
OFS
55
OneAscent Financial Services
Alabama
$708K +$99.3K +1,934 +16%
BCI
56
Brinker Capital Investments
Pennsylvania
$699K +$142K +2,774 +26%
OPS
57
Orion Portfolio Solutions
Nebraska
$699K +$142K +2,774 +26%
WW
58
Waterfront Wealth
Kansas
$661K +$5.44K +100 +0.8%
GWP
59
Gateway Wealth Partners
Wisconsin
$657K -$55.1K -1,073 -8%
GVAG
60
Great Valley Advisor Group
Delaware
$600K +$11.5K +225 +2%
AFG
61
ABLE Financial Group
Arizona
$588K +$166K +3,242 +39%
PFA
62
Pinnacle Family Advisors
Missouri
$586K -$22.7K -443 -4%
RFWA
63
RPg Family Wealth Advisory
Massachusetts
$566K -$28.2K -550 -5%
PVI
64
Pine Valley Investments
New Jersey
$564K +$34.8K +677 +7%
KPWS
65
Kestra Private Wealth Services
Texas
$560K +$8.11K +158 +1%
AWM
66
Avior Wealth Management
Nebraska
$539K -$191K -3,711 -26%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$528K -$6.21K -121 -1%
CWP
68
Cyndeo Wealth Partners
Florida
$521K – – –
FA
69
Flagstar Advisors
New York
$482K -$119K -2,309 -20%
HI
70
Harbour Investments
Wisconsin
$428K +$297K +5,776 +225%
OMC
71
Old Mission Capital
Illinois
$388K +$97.4K +1,897 +34%
MML Investors Services
72
MML Investors Services
Massachusetts
$387K +$62.8K +1,222 +19%
SPC
73
Sigma Planning Corp
Michigan
$379K -$1.37M -26,716 -78%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$377K +$117K +2,273 +45%
RA
75
RFG Advisory
Alabama
$340K +$5.7K +111 +2%
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