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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

116 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
55
Closed
10
Calls
–
Puts
$2.96M
Net Calls
-$2.96M
Net Calls Change
-$2.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M
4
Wells Fargo
Wells Fargo
California
$27.5M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$65.1M
4
CAS
Coppell Advisory Solutions
Texas
$4.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$335K +$35.7K +696 +12%
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$314K -$78.1K -1,534 -20%
EWM
78
EPG Wealth Management
Georgia
$299K +$4.88K +95 +2%
CFGS
79
Concourse Financial Group Securities
Alabama
$283K -$228K -4,439 -45%
EW
80
Element Wealth
Mississippi
$271K -$1.34K -26 -0.5%
PBF
81
Petix & Botte Financial
California
$250K +$250K +4,872 New
TCA
82
Transcend Capital Advisors
New Jersey
$240K -$69.2K -1,348 -22%
TSS
83
Two Sigma Securities
New York
$239K +$239K +4,660 New
AFP
84
Ausdal Financial Partners
Iowa
$230K -$257 -5 -0.1%
1W
85
1776 Wealth
Georgia
$230K +$230K +4,471 New
CS
86
Comerica Securities
Michigan
$215K -$1.13K -22 -0.5%
CAM
87
Concorde Asset Management
Michigan
$203K +$203K +3,947 New
SS
88
Simplicity Solutions
Minnesota
$201K -$38.4K -748 -16%
SOS
89
Silver Oak Securities
Tennessee
$201K -$2.21K -43 -1%
LFG
90
Larson Financial Group
Missouri
$155K +$2.16K +42 +1%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$128K -$19.2K -373 -13%
BEI
92
Benjamin Edwards Inc
Missouri
$120K -$49.4K -962 -29%
Citigroup
93
Citigroup
New York
$77.2K -$1.23K -24 -2%
FFA
94
Farther Finance Advisors
California
$69K -$2.88K -56 -4%
AF
95
Allworth Financial
California
$67K -$6.78K -132 -9%
CFD
96
Creative Financial Designs
Indiana
$65.1K -$7.09K -138 -10%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$62.1K -$17.7K -345 -22%
MIM
98
MTM Investment Management
South Carolina
$52.1K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$47.2K -$479 -9 -1%
US Bancorp
100
US Bancorp
Minnesota
$45.6K – – –
2 3
4
5 6