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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

107 hedge funds and large institutions have $325M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

31% more capital invested

Capital invested by funds: $248M → $325M (+$77.5M)

15% more funds holding

Funds holding: 93 → 107 (+14)

8.62% more ownership

Funds ownership: 69.57% → 78.19% (+8.6%)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
37
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$23.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.2M
3
LPL Financial
LPL Financial
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$2.96M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$15.3M
2
UBS Group
UBS Group
Switzerland
-$5.58M
3
OMC
Old Mission Capital
Illinois
-$2.83M
4
Jane Street
Jane Street
New York
-$2.5M
5
KPWS
Kestra Private Wealth Services
Texas
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
101
M&R Capital Management
New Jersey
$3.96K – – –
NC
102
NewSquare Capital
Pennsylvania
$3.72K – – –
Creative Planning
103
Creative Planning
Kansas
$2.63K +$2.54K +55 New
GWM
104
Geneos Wealth Management
Colorado
$2.15K – – –
IGWM
105
ICA Group Wealth Management
Colorado
$1.82K +$1.75K +38 New
AF
106
Advisornet Financial
Minnesota
$1.72K – – –
SIS
107
Sound Income Strategies
Florida
$1.53K – – –
HS
108
Horan Securities
United States
$955 – – –
SOS
109
Silver Oak Securities
Tennessee
– -$950K -18,901 Closed
OPW
110
Oxler Private Wealth
New York
– -$980K -10,124 Closed
AFP
111
Ausdal Financial Partners
Iowa
– -$299K -7,148 Closed
PAG
112
Private Advisor Group
New Jersey
– -$265K -6,326 Closed
KIG
113
Kowal Investment Group
Wisconsin
– -$246K -5,871 Closed
MA
114
MUFG Americas
New York
– -$37K -888 Closed
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
– -$14K -339 Closed
1 2 3 4
5

FDT Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2022, worth a combined $325M — up 31% from $248M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDT positions and 8 closed out — a net gain of 15 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $23.7M. The largest seller was Wells Fargo, cutting an estimated $15.3M.

  • 107 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $325M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2022, up 31% quarter-over-quarter.
  • 23 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2022 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $23.7M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2022 was Wells Fargo, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2022.