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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

121 hedge funds and large institutions have $367M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
35
Reduced
64
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
Jane Street
2
Jane Street
New York
$8M
3
KWM
3
Kingsview Wealth Management
Oregon
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.02M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.08M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$25.9M
2
Wells Fargo
2
Wells Fargo
California
$19.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$863K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$40.6K – – –
IGWM
102
ICA Group Wealth Management
Colorado
$38.8K +$38.8K +738 New
T
103
Tidemark
California
$34.1K +$34.1K +650 New
TAM
104
Tucker Asset Management
Colorado
$34K -$22.1K -421 -39%
FFA
105
Farther Finance Advisors
California
$30.3K -$33.5K -638 -53%
HNB
106
Huntington National Bank
Ohio
$30.3K -$29K – –
Fidelity Investments
107
Fidelity Investments
Massachusetts
$30K +$19.1K +364 +176%
SPIA
108
Steward Partners Investment Advisory
New York
$22.5K -$5.99K -114 -21%
PB
109
Pinnacle Bancorp
Nebraska
$21K +$21K +400 New
CTA
110
Colonial Trust Advisors
South Carolina
$10.5K – – –
AWM
111
Avior Wealth Management
Nebraska
$8.03K -$372K -7,078 -98%
MRCM
112
M&R Capital Management
New Jersey
$5.57K – – –
DWMG
113
DB Wealth Management Group
California
$5.41K – – –
SWM
114
Spire Wealth Management
Virginia
$5.3K -$32.7K -635 -86%
GWM
115
Geneos Wealth Management
Colorado
$4.95K -$7.85K -149 -61%
Bank of America
116
Bank of America
North Carolina
$4.73K – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$3.49K -$581 -11 -14%
CJ
118
Caitlin John
Michigan
$3.15K +$3.15K +60 New
CFD
119
Creative Financial Designs
Indiana
$2.41K +$2.41K +46 New
AF
120
Advisornet Financial
Minnesota
$1.89K – – –
GI
121
GAMMA Investing
California
$782 +$782 +15 New
FTUS
122
Flow Traders U.S.
New York
– -$3.17M -63,033 Closed
KDA
123
Kraft Davis & Associates
Missouri
– -$1.28M -26,403 Closed
WC
124
Waterloo Capital
Texas
– -$970K -19,311 Closed
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
– -$859K -17,103 Closed
2 3 4
5
6