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First Trust Developed Markets ex-US AlphaDEX Fund

160 hedge funds and large institutions have $532M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more funds holding

Funds holding: 140160 (+20)

13% more capital invested

Capital invested by funds: $469M → $532M (+$62.6M)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

5.7% less ownership

Funds ownership: 72.92%67.22% (-5.7%)

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
54
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$582K -$21.3K -275 -4%
PFA
77
Pinnacle Family Advisors
Missouri
$577K -$32.1K -415 -5%
MAS
78
MPWM Advisory Solutions
Georgia
$564K
AFG
79
ABLE Financial Group
Arizona
$557K -$11.1K -144 -2%
GRP
80
Global Retirement Partners
California
$504K -$27.7K -358 -5%
FLI
81
Family Legacy Inc
South Carolina
$502K +$489K +6,321 New
BAM
82
Belpointe Asset Management
Nevada
$487K +$173K +2,235 +57%
BWA
83
BlueChip Wealth Advisors
Georgia
$478K
PS
84
Principal Securities
Iowa
$460K -$1.39K -18 -0.3%
SAM
85
Synergy Asset Management
Washington
$442K -$2.57M -33,288 -86%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$410K +$105K +1,363 +36%
PA
87
PFG Advisors
Arizona
$368K -$153K -1,974 -30%
P
88
&Partners
Tennessee
$365K +$355K +4,595 New
IA
89
IFG Advisory
Georgia
$359K -$61.9K -800 -15%
AWM
90
Apollon Wealth Management
South Carolina
$356K -$59.2K -765 -15%
PCS
91
Private Client Services
Kentucky
$337K
EW
92
Element Wealth
Mississippi
$327K
AAS
93
Asset Allocation Strategies
Michigan
$318K +$65.1K +842 +27%
PBF
94
Petix & Botte Financial
California
$316K
CPIG
95
Chicago Partners Investment Group
Illinois
$307K +$2.09K +27 +0.8%
TFP
96
Traction Financial Partners
Wyoming
$297K -$1.08K -14 -0.4%
KWS
97
Keystone Wealth Services
California
$292K +$16.6K +214 +6%
OC
98
Oppenheimer & Co
New York
$283K +$275K +3,556 New
FAM
99
Formidable Asset Management
Ohio
$282K
MOS
100
MGO One Seven
Ohio
$273K +$266K +3,435 New