First Trust Developed Markets ex-US AlphaDEX Fund
115 hedge funds and large institutions have $300M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
1% more funds holding
Funds holding: 114 → 115 (+1)
0.26% less ownership
Funds ownership: 73.45% → 73.19% (-0.26%)
2% less capital invested
Capital invested by funds: $306M → $300M (-$6.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.12M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.07M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.02M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.21M |
| 2 |
Jane Street
New York
|
-$2.01M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| 4 |
GS
GTS Securities
New York
|
-$1.17M |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$970K |
FDT Hedge Fund Activity: Q2 2024 in Review
115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2024, worth a combined $300M — down 2.1% from $306M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDT positions and 9 closed out — a net gain of 4 holders — while 46 added to existing stakes and 44 trimmed.
The largest buyer was Benjamin F. Edwards & Company, adding an estimated $3.12M. The largest seller was LPL Financial, cutting an estimated $2.21M.
- 115 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2024, up from 114 in Q1 2024.
- Funds reported $300M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2024, down 2.1% quarter-over-quarter.
- 13 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of +4 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2024 was Benjamin F. Edwards & Company, an estimated $3.12M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2024 was LPL Financial, an estimated $2.21M sold.
Based on aggregated 13F filings for Q2 2024.