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First Trust Developed Markets ex-US AlphaDEX Fund

160 hedge funds and large institutions have $532M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more funds holding

Funds holding: 140160 (+20)

13% more capital invested

Capital invested by funds: $469M → $532M (+$62.6M)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

5.7% less ownership

Funds ownership: 72.92%67.22% (-5.7%)

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
54
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.3M +$451K +5,829 +56%
SOS
52
Silver Oak Securities
Tennessee
$1.3M +$48.6K +629 +4%
SA
53
SFI Advisors
New Jersey
$1.24M -$15.9K -205 -1%
Comerica Bank
54
Comerica Bank
Texas
$1.11M -$612K -7,918 -36%
PAG
55
Private Advisor Group
New Jersey
$1.1M -$1.24K -16 -0.1%
SA
56
Sanctuary Advisors
Indiana
$1.09M -$11.2K -145 -1%
NA
57
NewEdge Advisors
Louisiana
$1.02M +$500K +6,464 +101%
KAS
58
Kestra Advisory Services
Texas
$973K +$43.4K +561 +5%
PVI
59
Pine Valley Investments
New Jersey
$957K +$31.1K +402 +3%
First Trust Advisors
60
First Trust Advisors
Illinois
$951K -$14K -181 -1%
WW
61
Waterfront Wealth
Kansas
$936K
FA
62
Flagstar Advisors
New York
$896K +$29.2K +378 +3%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$855K -$96.4K -1,246 -10%
PAG
64
Private Advisory Group
Washington
$834K +$268K +3,468 +49%
PEWA
65
Pacific Excel Wealth Advisors
California
$812K +$790K +10,219 New
CWP
66
Cyndeo Wealth Partners
Florida
$807K
EH
67
Equitable Holdings
New York
$789K +$290K +3,750 +61%
HI
68
Harbour Investments
Wisconsin
$728K -$3.4K -44 -0.5%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$713K +$263K +3,397 +61%
AWA
70
Arkadios Wealth Advisors
Georgia
$691K -$16.4K -212 -2%
LSIA
71
LaSalle St. Investment Advisors
Illinois
$612K -$11.9K -154 -2%
OIA
72
OneDigital Investment Advisors
Kansas
$602K +$586K +7,583 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$594K -$3.94K -51 -0.7%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$588K +$619 +8 +0.1%
TWP
75
Triad Wealth Partners
Kansas
$586K +$570K +7,373 New