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First Trust Developed Markets ex-US AlphaDEX Fund

119 hedge funds and large institutions have $367M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $300M → $367M (+$67M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.25% more ownership

Funds ownership: 70.04%70.29% (+0.25%)

1% less funds holding

Funds holding: 120119 (-1)

45% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 56

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFG Advisory
Georgia
$355K +$6.6K +105 +2%
SG
77
StoneX Group
New York
$305K -$33.1K -526 -11%
PCS
78
Private Client Services
Kentucky
$300K -$4.09K -65 -1%
TAM
79
Tucker Asset Management
Colorado
$290K +$96.6K +1,537 +57%
EW
80
Element Wealth
Mississippi
$285K -$314 -5 -0.1%
PBF
81
Petix & Botte Financial
California
$273K
Jones Financial Companies
82
Jones Financial Companies
Missouri
$256K +$122K +1,936 +106%
CPIG
83
Chicago Partners Investment Group
Illinois
$251K -$10.5K -167 -5%
FAM
84
Formidable Asset Management
Ohio
$218K
1W
85
1776 Wealth
Georgia
$216K +$198K +3,148 New
Creative Planning
86
Creative Planning
Kansas
$204K +$187K +2,969 New
GM
87
GeoWealth Management
Illinois
$186K -$1.32K -21 -0.8%
GSWM
88
Golden State Wealth Management
California
$180K -$52.8K -840 -24%
LFG
89
Larson Financial Group
Missouri
$155K -$12.1K -192 -8%
CF
90
Centaurus Financial
California
$120K
GI
91
GAMMA Investing
California
$119K -$3.27K -52 -3%
HNB
92
Hilltop National Bank
Wyoming
$99.7K +$91.2K +1,450 New
RF
93
Rossby Financial
Florida
$96.9K -$440 -7 -0.5%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$64.5K +$59K +938 New
PMFA
95
Plante Moran Financial Advisors
Michigan
$51.7K
RFG
96
REAP Financial Group
Texas
$50.2K +$566 +9 +1%
WSFS
97
Wilmington Savings Fund Society
Delaware
$41.3K
JP Morgan Chase
98
JP Morgan Chase
New York
$40.4K +$28.8K +458 +352%
HNB
99
Huntington National Bank
Ohio
$39.7K
PB
100
Pinnacle Bancorp
Nebraska
$27.5K

FDT Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2025, worth a combined $367M — up 22% from $300M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FDT positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.23M. The largest seller was Raymond James Financial, cutting an estimated $3.64M.

  • 119 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2025, down from 120 in Q1 2025.
  • Funds reported $367M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2025, up 22% quarter-over-quarter.
  • 15 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $6.23M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2025 was Raymond James Financial, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2025.