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First Trust Developed Markets ex-US AlphaDEX Fund

94 hedge funds and large institutions have $252M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

6% more capital invested

Capital invested by funds: $238M → $252M (+$13.7M)

0.93% more ownership

Funds ownership: 57.59%58.53% (+0.93%)

0% more funds holding

Funds holding: 9494 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
47
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
76
Plante Moran Financial Advisors
Michigan
$48K
SB
77
Strategic Blueprint
Georgia
$42K +$42.3K +667 New
HNB
78
Huntington National Bank
Ohio
$36K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$30K +$254 +4 +0.8%
NFG
80
Next Financial Group
Texas
$27K -$63 -1 -0.2%
CWA
81
Clearview Wealth Advisors
Oregon
$26K
SWM
82
Spire Wealth Management
Virginia
$24K -$380 -6 -2%
APA
83
American Portfolios Advisors
New York
$23.4K +$7.86K +124 +50%
IA
84
IFP Advisors
Florida
$16K +$63 +1 +0.4%
GWM
85
Geneos Wealth Management
Colorado
$12K +$63 +1 +0.5%
WP
86
WealthShield Partners
North Carolina
$11K
WWMSC
87
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$7.16K +113 +314%
SL
88
Savior LLC
Massachusetts
$8K
LAS
89
Lloyd Advisory Services
Georgia
$8K +$2.54K +40 +43%
DWMG
90
DB Wealth Management Group
California
$6K +$3.49K +55 +115%
EVM
91
Eaton Vance Management
Massachusetts
$5K
MRCM
92
M&R Capital Management
New Jersey
$5K
CFD
93
Creative Financial Designs
Indiana
$5K +$190 +3 +4%
JP Morgan Chase
94
JP Morgan Chase
New York
$4K -$273K -4,309 -98%
ASN
95
Advisory Services Network
Georgia
$4K +$3.93K +62 New
Bank of America
96
Bank of America
North Carolina
-$1.46M -24,221 Closed
EP
97
Eudaimonia Partners
Tennessee
-$45K -745 Closed
WAP
98
Wealthcare Advisory Partners
Pennsylvania
-$44K -729 Closed
DWP
99
Destiny Wealth Partners
Florida
-$24K -401 Closed
HF
100
Halpern Financial
Virginia
-$10.2K -169 Closed

FDT Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2021, worth a combined $252M — up 5.8% from $238M a quarter earlier.

Fund positioning in FDT was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 47 added to existing stakes and 30 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.21M. The largest seller was Morgan Stanley, cutting an estimated $6.56M.

  • 94 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $252M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2021 and 6 closed out, a net change of 0 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2021 was Envestnet Asset Management, an estimated $5.21M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2021 was Morgan Stanley, an estimated $6.56M sold.

Based on aggregated 13F filings for Q2 2021.