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First Trust Developed Markets ex-US AlphaDEX Fund

140 hedge funds and large institutions have $469M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $367M → $469M (+$102M)

18% more funds holding

Funds holding: 119140 (+21)

2.63% more ownership

Funds ownership: 70.29%72.92% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

Holders
140
Holders Change
+21
Holders Change %
+17.65%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
44
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAG
101
RIA Advisory Group
Iowa
$233K +$223K +3,092 New
Mariner
102
Mariner
Kansas
$228K +$219K +3,025 New
SP
103
Sequent Planning
Nebraska
$219K +$209K +2,900 New
Creative Planning
104
Creative Planning
Kansas
$216K -$7.3K -101 -3%
RIS
105
Richmond Investment Services
Wisconsin
$210K +$202K +2,790 New
RF
106
Rossby Financial
Florida
$199K +$88.1K +1,220 +87%
GSWM
107
Golden State Wealth Management
California
$173K -$24.1K -333 -13%
CF
108
Centaurus Financial
California
$146K +$14.4K +200 +12%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$132K +$126K +1,747 New
GI
110
GAMMA Investing
California
$130K
HNB
111
Hilltop National Bank
Wyoming
$109K
LFG
112
Larson Financial Group
Missouri
$68.4K -$97.4K -1,349 -60%
PMFA
113
Plante Moran Financial Advisors
Michigan
$56.7K
RFG
114
REAP Financial Group
Texas
$55.4K +$361 +5 +0.7%
TWM
115
Topsail Wealth Management
North Carolina
$54K +$51.8K +717 New
WSFS
116
Wilmington Savings Fund Society
Delaware
$45.2K
JP Morgan Chase
117
JP Morgan Chase
New York
$44.3K
HNB
118
Huntington National Bank
Ohio
$43.5K
PB
119
Pinnacle Bancorp
Nebraska
$30.1K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$29.7K +$8.09K +112 +40%
CA
121
CoreCap Advisors
Michigan
$29.2K
MWA
122
Medallion Wealth Advisors
Connecticut
$29.2K
CFB
123
Cullen/Frost Bankers
Texas
$26.4K +$25.4K +351 New
Q1WB
124
Quest 10 Wealth Builders
Virginia
$22K
NFSG
125
Newbridge Financial Services Group
Florida
$20.7K

FDT Hedge Fund Activity: Q3 2025 in Review

140 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2025, worth a combined $469M — up 28% from $367M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FDT positions and 8 closed out — a net gain of 23 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Sage Private Wealth Group, opening a new position worth an estimated $12.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.4M sold.

  • 140 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $469M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2025, up 28% quarter-over-quarter.
  • 31 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2025 and 8 closed out, a net change of +23 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2025 was Sage Private Wealth Group, an estimated $12.2M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.