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First Trust Developed Markets ex-US AlphaDEX Fund

120 hedge funds and large institutions have $300M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $289M → $300M (+$10.5M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.8% less ownership

Funds ownership: 73.84%70.04% (-3.8%)

4% less funds holding

Funds holding: 125120 (-5)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
101
Pinnacle Bancorp
Nebraska
$23.3K
CA
102
CoreCap Advisors
Michigan
$22.6K
Q1WB
103
Quest 10 Wealth Builders
Virginia
$18.3K -$973 -17 -5%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$17.3K +$6.98K +122 +70%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$15.5K +$57 +1 +0.4%
Citigroup
106
Citigroup
New York
$14.3K
AAP
107
Arax Advisory Partners
Colorado
$14K +$13.7K +240 New
MCM
108
MAI Capital Management
Ohio
$12.8K
GWM
109
Geneos Wealth Management
Colorado
$12.4K +$4.12K +72 +51%
GWS
110
Glassman Wealth Services
Virginia
$12.1K +$11.8K +207 New
CTA
111
Colonial Trust Advisors
South Carolina
$11.7K
T
112
Transce3nd
Texas
$9.44K +$2.52K +44 +37%
SPIA
113
Steward Partners Investment Advisory
New York
$8.04K -$14.4K -251 -65%
JP Morgan Chase
114
JP Morgan Chase
New York
$7.57K
PTC
115
Private Trust Company
Ohio
$6.64K -$286 -5 -4%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$6.35K
DCM
117
Davis Capital Management
Florida
$5.42K
ANBT
118
American National Bank & Trust
Texas
$4.54K +$4.46K +78 New
PA
119
PSI Advisors
Florida
$2.68K
SWM
120
Spire Wealth Management
Virginia
$1.11K -$1.89K -33 -63%
BTI
121
Blue Trust Inc
Georgia
$990 -$2.52K -44 -72%
IWC
122
Integrated Wealth Concepts
Massachusetts
-$1.31M -24,281 Closed
PAS
123
Park Avenue Securities
New York
-$1.26M -23,270 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$1.14M -21,150 Closed
GVAG
125
Great Valley Advisor Group
Delaware
-$604K -11,175 Closed

FDT Hedge Fund Activity: Q1 2025 in Review

120 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2025, worth a combined $300M — up 3.6% from $289M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDT and 11 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Wells Fargo, cutting an estimated $4.2M.

  • 120 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2025, down from 125 in Q4 2024.
  • Funds reported $300M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2025, up 3.6% quarter-over-quarter.
  • 11 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2025 was LPL Financial, an estimated $3.05M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2025 was Wells Fargo, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2025.