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First Trust Developed Markets ex-US AlphaDEX Fund

119 hedge funds and large institutions have $322M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
39
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$995K -$477K -9,502 -32%
WC
52
Waterloo Capital
Texas
$970K +$970K +19,311 New
SOS
53
Silver Oak Securities
Tennessee
$950K +$753K +14,988 +383%
PAS
54
Park Avenue Securities
New York
$936K +$243K +4,836 +35%
SA
55
SFI Advisors
New Jersey
$912K -$1.11K -22 -0.1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$904K -$43.7K -869 -5%
BRWA
57
B. Riley Wealth Advisors
Florida
$860K +$130K +2,586 +18%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$859K -$135K -2,689 -14%
BCI
59
Brinker Capital Investments
Pennsylvania
$853K +$170K +3,378 +25%
OPS
60
Orion Portfolio Solutions
Nebraska
$853K +$170K +3,378 +25%
GWP
61
Gateway Wealth Partners
Wisconsin
$838K +$195K +3,876 +30%
OFS
62
OneAscent Financial Services
Alabama
$787K +$94.3K +1,877 +14%
CA
63
Cetera Advisors
Colorado
$736K -$10.1K -201 -1%
First Trust Advisors
64
First Trust Advisors
Illinois
$644K -$27.6M -548,452 -98%
GVAG
65
Great Valley Advisor Group
Delaware
$587K -$955 -19 -0.2%
NA
66
NewEdge Advisors
Louisiana
$584K -$144K -2,870 -20%
AFG
67
ABLE Financial Group
Arizona
$577K +$1.41K +28 +0.2%
WW
68
Waterfront Wealth
Kansas
$576K -$2.86K -60 -0.5%
RFWA
69
RPg Family Wealth Advisory
Massachusetts
$545K -$9.65K -192 -2%
IA
70
IFG Advisory
Georgia
$520K -$362K -7,196 -41%
CWP
71
Cyndeo Wealth Partners
Florida
$510K
PVI
72
Pine Valley Investments
New Jersey
$510K -$42.2K -839 -8%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$466K +$97.1K +1,933 +26%
KPWS
74
Kestra Private Wealth Services
Texas
$458K -$89.9K -1,789 -16%
OMC
75
Old Mission Capital
Illinois
$439K +$60K +1,194 +16%