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First Trust Developed Markets ex-US AlphaDEX Fund

119 hedge funds and large institutions have $367M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $300M → $367M (+$67M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.25% more ownership

Funds ownership: 70.04%70.29% (+0.25%)

1% less funds holding

Funds holding: 120119 (-1)

45% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 56

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$766K -$1.34M -21,386 -66%
FA
52
Flagstar Advisors
New York
$765K -$23.1K -368 -3%
WW
53
Waterfront Wealth
Kansas
$732K -$28.3K -450 -4%
SWP
54
Stratos Wealth Partners
Ohio
$699K -$14.9K -237 -2%
CWP
55
Cyndeo Wealth Partners
Florida
$698K
PA
56
PFG Advisors
Arizona
$672K -$394K -6,262 -39%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$624K -$152K -2,423 -21%
HI
58
Harbour Investments
Wisconsin
$609K +$34.9K +555 +7%
AWA
59
Arkadios Wealth Advisors
Georgia
$584K -$74.8K -1,189 -12%
PFA
60
Pinnacle Family Advisors
Missouri
$553K -$13.5K -215 -3%
TFP
61
Traction Financial Partners
Wyoming
$513K +$469K +7,456 New
LSIA
62
LaSalle St. Investment Advisors
Illinois
$507K +$9.24K +147 +2%
NA
63
NewEdge Advisors
Louisiana
$505K +$196K +3,111 +74%
AFG
64
ABLE Financial Group
Arizona
$499K -$7.29K -116 -2%
GRP
65
Global Retirement Partners
California
$488K +$446K +7,099 New
MAS
66
MPWM Advisory Solutions
Georgia
$488K +$446K +7,095 New
US Bancorp
67
US Bancorp
Minnesota
$476K +$436K +6,928 New
HAS
68
HBW Advisory Services
California
$458K -$10.5K -167 -2%
RA
69
RFG Advisory
Alabama
$443K -$1.89K -30 -0.5%
AWS
70
Atria Wealth Solutions
New York
$422K -$1.3M -20,642 -77%
SPC
71
Sigma Planning Corp
Michigan
$419K +$24.5K +389 +7%
NS
72
NBC Securities
Alabama
$411K -$274K -4,356 -42%
BWA
73
BlueChip Wealth Advisors
Georgia
$396K
PS
74
Principal Securities
Iowa
$394K +$32.8K +522 +10%
AWM
75
Apollon Wealth Management
South Carolina
$380K -$5.16K -82 -1%

FDT Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2025, worth a combined $367M — up 22% from $300M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FDT positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.23M. The largest seller was Raymond James Financial, cutting an estimated $3.64M.

  • 119 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2025, down from 120 in Q1 2025.
  • Funds reported $367M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2025, up 22% quarter-over-quarter.
  • 15 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $6.23M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2025 was Raymond James Financial, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2025.