First Trust Developed Markets ex-US AlphaDEX Fund
85 hedge funds and large institutions have $549M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
31% more funds holding
Funds holding: 65 → 85 (+20)
20% more capital invested
Capital invested by funds: $458M → $549M (+$91.8M)
8.6% more ownership
Funds ownership: 70.02% → 78.62% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.89M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.79M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.74M |
| 3 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$2.88M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$2.8M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$2.58M |
FDT Hedge Fund Activity: Q4 2017 in Review
85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2017, worth a combined $549M — up 20% from $458M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FDT positions and 4 closed out — a net gain of 20 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.79M sold.
- 85 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2017, up from 65 in Q3 2017.
- Funds reported $549M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2017, up 20% quarter-over-quarter.
- 24 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2017 and 4 closed out, a net change of +20 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2017 was Bank of America, an estimated $15M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2017 was Citadel Advisors, an estimated $7.79M sold.
Based on aggregated 13F filings for Q4 2017.