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First Trust Developed Markets ex-US AlphaDEX Fund

120 hedge funds and large institutions have $300M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$10.5M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.8% less ownership

Funds ownership: 73.84%70.04% (-3.8%)

4% less funds holding

Funds holding: 125120 (-5)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$295K +$744 +13 +0.3%
SG
77
StoneX Group
New York
$289K -$26.3K -459 -8%
PS
78
Principal Securities
Iowa
$282K
PCS
79
Private Client Services
Kentucky
$258K +$6.58K +115 +3%
NA
80
NewEdge Advisors
Louisiana
$246K -$298K -5,199 -55%
EW
81
Element Wealth
Mississippi
$242K -$5.55K -97 -2%
PBF
82
Petix & Botte Financial
California
$231K
CPIG
83
Chicago Partners Investment Group
Illinois
$228K +$210K +3,669 New
FAM
84
Formidable Asset Management
Ohio
$218K
GSWM
85
Golden State Wealth Management
California
$202K
GM
86
GeoWealth Management
Illinois
$159K -$13.8K -241 -8%
TAM
87
Tucker Asset Management
Colorado
$156K +$2.8K +49 +2%
SIM
88
Synergy Investment Management
Florida
$143K +$7.1K +124 +5%
LFG
89
Larson Financial Group
Missouri
$143K -$12K -209 -8%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$107K +$82.7K +1,445 +387%
GI
91
GAMMA Investing
California
$104K -$22.5K -394 -18%
CF
92
Centaurus Financial
California
$101K +$99.5K +1,738 New
RF
93
Rossby Financial
Florida
$85.8K +$81K +1,416 New
FFA
94
Farther Finance Advisors
California
$60.4K +$21.1K +369 +55%
PMFA
95
Plante Moran Financial Advisors
Michigan
$43.8K
RFG
96
REAP Financial Group
Texas
$42K -$73.5K -1,284 -64%
WSFS
97
Wilmington Savings Fund Society
Delaware
$35K
HNB
98
Huntington National Bank
Ohio
$33.6K
MWA
99
Medallion Wealth Advisors
Connecticut
$32.4K +$401 +7 +1%
T
100
Tidemark
California
$28.9K

FDT Hedge Fund Activity: Q1 2025 in Review

120 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2025, worth a combined $300M — up 3.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDT and 11 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wells Fargo, cutting an estimated $4.2M.

  • 120 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2025, down from 125 in Q4 2024.
  • Funds reported $300M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2025, up 3.6% quarter-over-quarter.
  • 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2025 was LPL Financial, an estimated $3.05M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2025 was Wells Fargo, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.