First Trust Developed Markets ex-US AlphaDEX Fund
102 hedge funds and large institutions have $291M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 8 closing their positions.
224% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 17
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
14% more capital invested
Capital invested by funds: $254M → $291M (+$36.3M)
10% more funds holding
Funds holding: 93 → 102 (+9)
5.73% more ownership
Funds ownership: 64.18% → 69.91% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2M |
| 4 |
Jane Street
New York
|
+$1.66M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.17M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.07M |
| 4 |
LPL Financial
San Diego,
California
|
-$798K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$639K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MRCM
101
M&R Capital Management
Summit,
New Jersey
| $4K | – | – | – |
|
|
AF
102
Advisornet Financial
Minnetonka,
Minnesota
| $2K | – | – | – |
|
|
TLFA
103
True Link Financial Advisors
San Francisco,
California
| $1K | +$550 | +9 | New |
|
104
Fidelity Investments
Boston,
Massachusetts
| $1K | +$1.1K | +18 | +1,800% |
|
|
PBF
105
Petix & Botte Financial
La Mesa,
California
| – | -$366K | -5,996 | Closed |
|
|
WCFA
106
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$331K | -5,432 | Closed |
|
|
SS
107
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$242K | -3,970 | Closed |
|
|
FPGK
108
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$240K | -3,938 | Closed |
|
|
FAIM
109
Financial Advocates Investment Management
Olympia,
Washington
| – | -$207K | -3,389 | Closed |
|
|
FEM
110
Fulcrum Equity Management
Plano,
Texas
| – | -$205K | -3,370 | Closed |
|
|
AWA
111
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$17K | -282 | Closed |
|
112
Bank of America
Charlotte,
North Carolina
| – | -$1K | -16 | Closed |
|
FDT Hedge Fund Activity: Q4 2021 in Review
102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2021, worth a combined $291M — up 14% from $254M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDT positions and 8 closed out — a net gain of 10 holders — while 55 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Truist Financial, cutting an estimated $2.3M.
- 102 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2021, up from 93 in Q3 2021.
- Funds reported $291M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2021, up 14% quarter-over-quarter.
- 18 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2021 and 8 closed out, a net change of +10 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $12.6M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2021 was Truist Financial, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2021.