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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

102 hedge funds and large institutions have $291M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $254M → $291M (+$36.3M)

10% more funds holding

Funds holding: 93 → 102 (+9)

5.73% more ownership

Funds ownership: 64.18% → 69.91% (+5.7%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
55
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.99M
3
UBS Group
UBS Group
Switzerland
+$2M
4
Jane Street
Jane Street
New York
+$1.66M
5
NA
NewEdge Advisors
Louisiana
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$2.3M
2
Wells Fargo
Wells Fargo
California
-$2.17M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$1.07M
4
LPL Financial
LPL Financial
California
-$798K
5
OMC
Old Mission Capital
Illinois
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
76
Larson Financial Group
Missouri
$195K +$489 +8 +0.2%
SCA
77
Snowden Capital Advisors
New York
$194K +$196K +3,207 New
SPIA
78
Steward Partners Investment Advisory
New York
$169K +$97.9K +1,600 +134%
FPWM
79
FSB Premier Wealth Management
Iowa
$161K +$163K +2,666 New
BEI
80
Benjamin Edwards Inc
Missouri
$107K -$122 -2 -0.1%
MIM
81
MTM Investment Management
South Carolina
$78K – – –
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$67.7K – – –
NFG
83
Next Financial Group
Texas
$65K +$42K +686 +181%
TAM
84
Tucker Asset Management
Colorado
$61.2K +$8.56K +140 +16%
MA
85
MUFG Americas
New York
$54K +$54.3K +888 New
PMFA
86
Plante Moran Financial Advisors
Michigan
$47K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$40K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$39K – – –
HNB
89
Huntington National Bank
Ohio
$35K – – –
CFD
90
Creative Financial Designs
Indiana
$34K +$1.53K +25 +5%
APA
91
American Portfolios Advisors
New York
$26.4K +$2.81K +46 +12%
CWA
92
Clearview Wealth Advisors
Oregon
$26K -$61 -1 -0.2%
CA
93
CoreCap Advisors
Michigan
$24K +$23.7K +388 New
WWMSC
94
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$1.71K +28 +13%
LAS
95
Lloyd Advisory Services
Georgia
$14K +$4.1K +67 +41%
GWM
96
Geneos Wealth Management
Colorado
$12K +$61 +1 +0.5%
FAG
97
Fortitude Advisory Group
Washington
$7K +$6.73K +110 New
DWMG
98
DB Wealth Management Group
California
$6K – – –
EVM
99
Eaton Vance Management
Massachusetts
$5K – – –
NC
100
NewSquare Capital
Pennsylvania
$5K – – –
1 2 3
4
5

FDT Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2021, worth a combined $291M — up 14% from $254M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FDT positions and 8 closed out — a net gain of 10 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Truist Financial, cutting an estimated $2.3M.

  • 102 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2021, up from 93 in Q3 2021.
  • Funds reported $291M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 18 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2021 and 8 closed out, a net change of +10 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2021 was Truist Financial, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2021.