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First Trust Developed Markets ex-US AlphaDEX Fund

160 hedge funds and large institutions have $532M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more funds holding

Funds holding: 140160 (+20)

13% more capital invested

Capital invested by funds: $469M → $532M (+$62.6M)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

5.7% less ownership

Funds ownership: 72.92%67.22% (-5.7%)

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
54
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$270K -$20.3K -262 -7%
BPA
102
Beacon Pointe Advisors
California
$269K
WIA
103
World Investment Advisors
California
$257K +$250K +3,231 New
RAG
104
RIA Advisory Group
Iowa
$251K +$5.18K +67 +2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$249K +$107K +1,389 +80%
APW
106
Aurora Private Wealth
New Jersey
$248K +$241K +3,120 New
Creative Planning
107
Creative Planning
Kansas
$243K +$14.8K +191 +7%
Mariner
108
Mariner
Kansas
$241K +$464 +6 +0.2%
IP
109
Ignite Planners
California
$235K +$208K +2,686 New
TAM
110
Tucker Asset Management
Colorado
$232K -$41.2K -533 -15%
SP
111
Sequent Planning
Nebraska
$225K -$5.49K -71 -2%
RIS
112
Richmond Investment Services
Wisconsin
$223K +$928 +12 +0.4%
JDLA
113
J. Derek Lewis & Associates
California
$220K +$214K +2,766 New
ATPW
114
Ashton Thomas Private Wealth
Arizona
$215K +$210K +2,710 New
MW
115
Maia Wealth
Colorado
$210K +$175K +2,261 New
WAM
116
Worth Asset Management
Texas
$200K +$195K +2,519 New
RF
117
Rossby Financial
Florida
$195K -$13.9K -180 -7%
NS
118
NBC Securities
Alabama
$173K -$87.1K -1,126 -34%
GSWM
119
Golden State Wealth Management
California
$172K -$9.28K -120 -5%
GI
120
GAMMA Investing
California
$138K
CF
121
Centaurus Financial
California
$119K -$34.5K -446 -23%
HNB
122
Hilltop National Bank
Wyoming
$115K
JP Morgan Chase
123
JP Morgan Chase
New York
$73.7K +$26.3K +340 +58%
LFG
124
Larson Financial Group
Missouri
$72.5K +$387 +5 +0.6%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$69.3K +$37K +479 +122%