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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

120 hedge funds and large institutions have $300M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$10.5M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.8% less ownership

Funds ownership: 73.84% → 70.04% (-3.8%)

4% less funds holding

Funds holding: 125 → 120 (-5)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
38
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.05M
2
SAM
Synergy Asset Management
Washington
+$2.5M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.31M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.29M
5
FTUS
Flow Traders U.S.
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.2M
2
CAS
Coppell Advisory Solutions
Texas
-$2.95M
3
BEI
Benjamin Edwards Inc
Missouri
-$2.24M
4
Truist Financial
Truist Financial
North Carolina
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$907K -$2.92K -51 -0.3%
Comerica Bank
52
Comerica Bank
Texas
$883K +$13.7K +239 +2%
KAS
53
Kestra Advisory Services
Texas
$790K -$200K -3,496 -20%
SA
54
Sanctuary Advisors
Indiana
$751K -$33.9K -593 -4%
First Trust Advisors
55
First Trust Advisors
Illinois
$743K -$19.8K -346 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$670K -$101K -1,761 -13%
FA
57
Flagstar Advisors
New York
$669K +$36.9K +644 +6%
WW
58
Waterfront Wealth
Kansas
$646K – – –
PVI
59
Pine Valley Investments
New Jersey
$644K +$6.12K +107 +1%
SWP
60
Stratos Wealth Partners
Ohio
$606K -$177K -3,094 -23%
NS
61
NBC Securities
Alabama
$602K +$592K +10,336 +93,964%
CWP
62
Cyndeo Wealth Partners
Florida
$591K – – –
AWA
63
Arkadios Wealth Advisors
Georgia
$564K +$12.1K +212 +2%
HI
64
Harbour Investments
Wisconsin
$484K +$5.26K +92 +1%
PFA
65
Pinnacle Family Advisors
Missouri
$481K -$114 -2 -0%
AFG
66
ABLE Financial Group
Arizona
$429K -$11.2K -196 -3%
BIG
67
Brookwood Investment Group
Arizona
$429K +$421K +7,364 New
LSIA
68
LaSalle St. Investment Advisors
Illinois
$421K -$1.03K -18 -0.2%
HAS
69
HBW Advisory Services
California
$398K -$153K -2,681 -28%
RA
70
RFG Advisory
Alabama
$377K +$41.7K +729 +13%
EWM
71
EPG Wealth Management
Georgia
$360K +$630 +11 +0.2%
BWA
72
BlueChip Wealth Advisors
Georgia
$336K +$89.7K +1,567 +37%
SPC
73
Sigma Planning Corp
Michigan
$332K +$327K +5,707 New
AWM
74
Apollon Wealth Management
South Carolina
$327K +$15.8K +276 +5%
TSS
75
Two Sigma Securities
New York
$320K +$314K +5,489 New
1 2
3
4 5

FDT Hedge Fund Activity: Q1 2025 in Review

120 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2025, worth a combined $300M — up 3.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDT and 11 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wells Fargo, cutting an estimated $4.2M.

  • 120 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2025, down from 125 in Q4 2024.
  • Funds reported $300M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2025, up 3.6% quarter-over-quarter.
  • 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2025 was LPL Financial, an estimated $3.05M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2025 was Wells Fargo, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.