First Trust Developed Markets ex-US AlphaDEX Fund
125 hedge funds and large institutions have $289M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
6% more funds holding
Funds holding: 118 → 125 (+7)
0.03% more ownership
Funds ownership: 73.81% → 73.84% (+0.03%)
8% less capital invested
Capital invested by funds: $315M → $289M (-$25.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.16M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.6M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.59M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.51M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.56M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.28M |
| 4 |
Jane Street
New York
|
-$1.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
126
SignalPoint Asset Management
Springfield,
Missouri
| – | -$1.18M | -20,240 | Closed |
|
|
PFGIA
127
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$755K | -13,093 | Closed |
|
128
Citadel Advisors
Miami,
Florida
| – | -$513K | -8,902 | Closed |
|
|
FTUS
129
Flow Traders U.S.
New York
| – | -$468K | -8,108 | Closed |
|
|
CPIG
130
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$205K | -3,680 | Closed |
|
|
GJWM
131
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$55.8K | -968 | Closed |
|
132
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.6K | -306 | Closed |
|
|
MIFH
133
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$4K | -71 | Closed |
|
|
AF
134
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.02K | -36 | Closed |
|
135
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$58 | -1 | Closed |
|
FDT Hedge Fund Activity: Q4 2024 in Review
125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2024, worth a combined $289M — down 8.1% from $315M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDT positions and 10 closed out — a net gain of 10 holders — while 48 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $3.16M. The largest seller was Morgan Stanley, cutting an estimated $5.19M.
- 125 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2024, up from 118 in Q3 2024.
- Funds reported $289M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
- 20 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2024 and 10 closed out, a net change of +10 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2024 was Bank of America, an estimated $3.16M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.19M sold.
Based on aggregated 13F filings for Q4 2024.