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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

100 hedge funds and large institutions have $776M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-11
Holders Change %
-9.91%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
7
Increased
43
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFNAS
American Financial Network Advisory Services
California
+$12.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.06M
3
BTS
BB&T Securities
Virginia
+$2.51M
4
AG
Advisor Group
Arizona
+$2.23M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.8M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$42.8M
2
First Trust Advisors
First Trust Advisors
Illinois
-$20.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$15.1M
4
Jane Street
Jane Street
New York
-$11.2M
5
LFAS
Level Four Advisory Services
Texas
-$8.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Clarus Wealth Advisors
Arizona
$107K +$2.97K +50 +3%
APA
77
American Portfolios Advisors
New York
$83.5K +$54.4K +916 +187%
NWM
78
Northwest Wealth Management
Iowa
$77K -$60.8K -1,029 -44%
CFGS
79
Concourse Financial Group Securities
Alabama
$74K +$74K +1,241 New
LFG
80
LifePlan Financial Group
Ohio
$73K – – –
PWAG
81
Polaris Wealth Advisory Group
California
$66K -$5.83K -98 -8%
QCIG
82
Quad-Cities Investment Group
Iowa
$56K +$7.62K +127 +16%
PMFA
83
Plante Moran Financial Advisors
Michigan
$52K – – –
ASN
84
Advisory Services Network
Georgia
$50K -$857K -14,460 -94%
SWM
85
SeaCrest Wealth Management
New York
$48K -$7.16K -120 -13%
FHA
86
Flagship Harbor Advisors
Massachusetts
$44K – – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$39K -$25.4K -429 -39%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$38K +$38K +635 New
TL
89
TrueWealth LLC
Georgia
$32K – – –
GRP
90
Global Retirement Partners
California
$29K +$2.2K +37 +8%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$26K +$479 +8 +2%
BWP
92
Baldwin Wealth Partners
Massachusetts
$25K – – –
VIA
93
Vantage Investment Advisors
Pennsylvania
$22K – – –
WWM
94
Wagner Wealth Management
South Carolina
$20K +$180 +3 +0.9%
Bessemer Group
95
Bessemer Group
New Jersey
$16K – – –
EWM
96
Endurance Wealth Management
Rhode Island
$15K +$15K +248 New
MWPCG
97
Measured Wealth Private Client Group
New Hampshire
$12K +$12K +200 New
S
98
SignatureFD
Georgia
$11K – – –
MRCM
99
M&R Capital Management
New Jersey
$8K – – –
SWA
100
SFMG Wealth Advisors
Texas
– -$42.8M -713,536 Closed
1 2 3
4
5