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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

116 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
55
Closed
10
Calls
–
Puts
$2.96M
Net Calls
-$2.96M
Net Calls Change
-$2.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M
4
Wells Fargo
Wells Fargo
California
$27.5M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$65.1M
4
CAS
Coppell Advisory Solutions
Texas
$4.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
101
Tucker Asset Management
Colorado
$42.6K -$1.9K -37 -4%
SWM
102
Spire Wealth Management
Virginia
$39.8K -$668 -13 -2%
PMFA
103
Plante Moran Financial Advisors
Michigan
$39.7K – – –
HNB
104
Huntington National Bank
Ohio
$29.6K -$29.2K – –
SPIA
105
Steward Partners Investment Advisory
New York
$27.8K – – –
GRP
106
Global Retirement Partners
California
$26.9K -$667 -13 -2%
GWM
107
Geneos Wealth Management
Colorado
$12.4K +$7.69K +150 +165%
CTA
108
Colonial Trust Advisors
South Carolina
$10.3K – – –
CWA
109
Clearview Wealth Advisors
Oregon
$9.28K +$205 +4 +2%
MRCM
110
M&R Capital Management
New Jersey
$5.44K – – –
DWMG
111
DB Wealth Management Group
California
$5.29K – – –
SC
112
SouthState Corp
Florida
$2.57K – – –
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$2.18K +$2.13K +41 +4,100%
IGWM
114
ICA Group Wealth Management
Colorado
$2K +$51 +1 +3%
AF
115
Advisornet Financial
Minnesota
$1.85K – – –
HS
116
Horan Securities
United States
$1.03K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$103 +$103 +2 New
IWM
118
Iams Wealth Management
Nebraska
– -$2.08M -41,221 Closed
FTUS
119
Flow Traders U.S.
New York
– -$429K -8,467 Closed
PFS
120
Prospera Financial Services
Texas
– -$210K -4,146 Closed
BAM
121
Belpointe Asset Management
Nevada
– -$93.4K -1,843 Closed
AAS
122
Ameritas Advisory Services
Nebraska
– -$47.3K -926 Closed
SS
123
Sunbelt Securities
Texas
– -$31K -613 Closed
Bank of America
124
Bank of America
North Carolina
– -$10.5K -207 Closed
NC
125
NewSquare Capital
Pennsylvania
– -$3.95K -78 Closed
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5
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