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First Trust Developed Markets ex-US AlphaDEX Fund

181 hedge funds and large institutions have $766M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $532M → $766M (+$235M)

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

13% more funds holding

Funds holding: 160181 (+21)

2.81% more ownership

Funds ownership: 67.22%70.03% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
64
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Cyndeo Wealth Partners
Florida
$883K
KAS
77
Kestra Advisory Services
Texas
$876K -$193K -2,174 -18%
MOS
78
MGO One Seven
Ohio
$810K +$522K +5,883 +171%
PAG
79
Private Advisory Group
Washington
$732K -$184K -2,070 -20%
VR
80
Valued Retirements
Texas
$685K +$699K +7,882 New
LSIA
81
LaSalle St. Investment Advisors
Illinois
$663K -$6.56K -74 -1%
OIA
82
OneDigital Investment Advisors
Kansas
$663K +$3.9K +44 +0.6%
BAM
83
Belpointe Asset Management
Nevada
$654K +$123K +1,385 +23%
MAS
84
MPWM Advisory Solutions
Georgia
$629K +$12.4K +140 +2%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$628K -$22.4K -253 -3%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$627K +$182K +2,052 +40%
FLI
87
Family Legacy Inc
South Carolina
$606K +$58K +654 +10%
PFA
88
Pinnacle Family Advisors
Missouri
$602K -$30K -338 -5%
SAM
89
Synergy Asset Management
Washington
$600K +$119K +1,338 +24%
TWP
90
Triad Wealth Partners
Kansas
$591K -$50.9K -574 -8%
NFG
91
Nations Financial Group
Iowa
$590K +$602K +6,785 New
OC
92
Oppenheimer & Co
New York
$570K +$266K +3,002 +84%
AFG
93
ABLE Financial Group
Arizona
$552K -$58.7K -662 -9%
DC
94
Davenport & Co
Virginia
$534K +$545K +6,143 New
IP
95
Ignite Planners
California
$529K +$274K +3,090 +115%
JDLA
96
J. Derek Lewis & Associates
California
$525K +$290K +3,272 +118%
BWA
97
BlueChip Wealth Advisors
Georgia
$523K
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$473K -$173K -1,952 -26%
NG
99
Novem Group
New York
$447K +$456K +5,140 New
PS
100
Principal Securities
Iowa
$383K -$123K -1,388 -24%