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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

101 hedge funds and large institutions have $760M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
24
Increased
47
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$43M
2
LFAS
Level Four Advisory Services
Texas
+$27.5M
3
Bank of America
Bank of America
North Carolina
+$24.7M
4
Morgan Stanley
Morgan Stanley
New York
+$23.2M
5
TIM
Total Investment Management
Arizona
+$22.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.73M
3
PFA
Pinnacle Family Advisors
Missouri
-$6.01M
4
HA
Hays Advisory
Tennessee
-$1.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
76
LexAurum Advisors
Kansas
$205K +$205K +3,266 New
AWA
77
Acorn Wealth Advisors
Michigan
$161K +$4.83K +77 +3%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$155K -$60.2K -961 -28%
GWM
79
Geneos Wealth Management
Colorado
$129K +$53.4K +850 +71%
JCM
80
Jacobi Capital Management
Pennsylvania
$96K +$62 +1 +0.1%
PWAG
81
Polaris Wealth Advisory Group
California
$79K +$79K +1,253 New
LFG
82
LifePlan Financial Group
Ohio
$75K +$75K +1,199 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$68K – – –
RFWA
84
RPg Family Wealth Advisory
Massachusetts
$67K -$20.3K -323 -23%
SWM
85
SeaCrest Wealth Management
New York
$58K – – –
PMFA
86
Plante Moran Financial Advisors
Michigan
$55K – – –
SEI Investments
87
SEI Investments
Pennsylvania
$45K +$20.6K +329 +85%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
GRP
89
Global Retirement Partners
California
$35K +$24.8K +400 +242%
TL
90
TrueWealth LLC
Georgia
$34K – – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$26K +$26K +410 New
KCPG
92
Kavar Capital Partners Group
Kansas
$23K +$23K +362 New
WWM
93
Wagner Wealth Management
South Carolina
$21K – – –
1IA
94
1834 Investment Advisors
Wisconsin
$18K – – –
AFNAS
95
American Financial Network Advisory Services
California
$12.3K -$908K -22,721 -99%
IWM
96
IHT Wealth Management
Illinois
$12K -$185 -3 -2%
ACM
97
Aviance Capital Management
Florida
$11K +$11K +176 New
S
98
SignatureFD
Georgia
$11K +$11K +181 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
MRCM
100
M&R Capital Management
New Jersey
$3K – – –
1 2 3
4
5