First Trust Developed Markets ex-US AlphaDEX Fund
103 hedge funds and large institutions have $271M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 8 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 29
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
1% more funds holding
Funds holding: 102 → 103 (+1)
0.62% less ownership
Funds ownership: 68.99% → 68.37% (-0.62%)
11% less capital invested
Capital invested by funds: $303M → $271M (-$32.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.03M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.83M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.02M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$754K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$459K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$355K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$349K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
101
Advisornet Financial
Minnetonka,
Minnesota
| $2K | – | – | – |
|
|
SIS
102
Sound Income Strategies
Ft Lauderdale,
Florida
| $2K | – | – | – |
|
|
HWA
103
HHM Wealth Advisors
Chattanooga,
Tennessee
| $1K | +$590 | +11 | New |
|
|
PBF
104
Petix & Botte Financial
La Mesa,
California
| – | -$347K | -5,996 | Closed |
|
|
SOS
105
Silver Oak Securities
Jackson,
Tennessee
| – | -$273K | -4,862 | Closed |
|
|
CRI
106
Colonial River Investments
Midlothian,
Virginia
| – | -$281K | -4,852 | Closed |
|
|
CA
107
Cetera Advisors
Denver,
Colorado
| – | -$257K | -4,441 | Closed |
|
108
HighTower Advisors
Chicago,
Illinois
| – | -$217K | -3,747 | Closed |
|
109
Koshinski Asset Management
Decatur,
Illinois
| – | -$64.5K | -1,116 | Closed |
|
|
TRCT
110
Tower Research Capital (TRC)
New York
| – | -$32K | -560 | Closed |
|
|
LAS
111
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$17K | -300 | Closed |
|
112
Fidelity Investments
Boston,
Massachusetts
| – | +$54 | +1 | New |
|
FDT Hedge Fund Activity: Q2 2022 in Review
103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2022, worth a combined $271M — down 11% from $303M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDT positions and 8 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.03M. The largest seller was Morgan Stanley, cutting an estimated $3.02M.
- 103 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2022, up from 102 in Q1 2022.
- Funds reported $271M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2022, down 11% quarter-over-quarter.
- 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2022 and 8 closed out, a net change of +3 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $3.03M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2022 was Morgan Stanley, an estimated $3.02M sold.
Based on aggregated 13F filings for Q2 2022.