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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

94 hedge funds and large institutions have $238M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
25
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.65M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$4.39M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.97M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.71M
5
WP
5
WealthSource Partners
California
$1.11M

Top Sellers

1
FLI
1
Family Legacy Inc
South Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$1.46M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.75M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.15M
5
Wells Fargo
5
Wells Fargo
California
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$35K -$44K – –
BEI
77
Benjamin Edwards Inc
Missouri
$31K +$961 +16 +3%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$29K +$118 +2 +0.4%
TAM
79
Tucker Asset Management
Colorado
$26.5K – – –
NFG
80
Next Financial Group
Texas
$26K – – –
CWA
81
Clearview Wealth Advisors
Oregon
$25K – – –
DWP
82
Destiny Wealth Partners
Florida
$24K – – –
SWM
83
Spire Wealth Management
Virginia
$24K +$24K +390 New
IA
84
IFP Advisors
Florida
$16K -$63.5K -1,056 -80%
APA
85
American Portfolios Advisors
New York
$15K +$1.14K +19 +8%
GWM
86
Geneos Wealth Management
Colorado
$12K -$2.63K -43 -18%
WP
87
WealthShield Partners
North Carolina
$11K +$11K +179 New
HF
88
Halpern Financial
Virginia
$10.2K +$10.2K +169 New
SL
89
Savior LLC
Massachusetts
$8K – – –
SFS
90
Sowell Financial Services
Arkansas
$7K -$6.88K -114 -50%
LAS
91
Lloyd Advisory Services
Georgia
$6K -$64 -1 -1%
MRCM
92
M&R Capital Management
New Jersey
$5K -$294 -5 -6%
CFD
93
Creative Financial Designs
Indiana
$5K +$5K +75 New
EVM
94
Eaton Vance Management
Massachusetts
$5K +$5K +75 New
DWMG
95
DB Wealth Management Group
California
$3K – – –
WWM
96
Wagner Wealth Management
South Carolina
$2K +$2K +36 New
FLI
97
Family Legacy Inc
South Carolina
– -$5.22M -246,983 Closed
RA
98
RFG Advisory
Alabama
– -$290K -4,871 Closed
AIC
99
Ameritas Investment Company
Nebraska
– -$254K -4,498 Closed
M&T Bank
100
M&T Bank
New York
– -$214K -3,783 Closed
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4
5