First Trust Developed Markets ex-US AlphaDEX Fund
93 hedge funds and large institutions have $254M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 21
5.66% more ownership
Funds ownership: 58.53% → 64.18% (+5.7%)
1% more capital invested
Capital invested by funds: $252M → $254M (+$2.57M)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 94 → 93 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.79M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.15M |
| 3 |
Morgan Stanley
New York
|
+$1.91M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.11M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$879K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| – | -$4K | -70 | Closed |
|
|
ASN
102
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -62 | Closed |
|
FDT Hedge Fund Activity: Q3 2021 in Review
93 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2021, worth a combined $254M — up 1% from $252M a quarter earlier.
Fund positioning in FDT was balanced in Q3 2021: 9 funds opened new positions, 9 closed out, 53 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.79M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.6M sold.
- 93 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2021, down from 94 in Q2 2021.
- Funds reported $254M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2021, up 1% quarter-over-quarter.
- 9 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2021 and 9 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2021 was LPL Financial, an estimated $3.79M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2021 was Citadel Advisors, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2021.