First Trust Developed Markets ex-US AlphaDEX Fund
27 hedge funds and large institutions have $89.6M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 0 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
23% more funds holding
Funds holding: 22 → 27 (+5)
6% more capital invested
Capital invested by funds: $84.8M → $89.6M (+$4.81M)
10.95% less ownership
Funds ownership: 71% → 60.06% (-11%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.37M |
| 2 |
Jane Street
New York
|
+$1.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.29M |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$939K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$9.02M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$973K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$157K |
FDT Hedge Fund Activity: Q4 2013 in Review
27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2013, worth a combined $89.6M — up 5.7% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDT positions and 0 closed out — a net gain of 6 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was Hays Advisory, cutting an estimated $9.02M.
- 27 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2013, up from 22 in Q3 2013.
- Funds reported $89.6M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2013, up 5.7% quarter-over-quarter.
- 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2013 and 0 closed out, a net change of +6 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2013 was Morgan Stanley, an estimated $2.37M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2013 was Hays Advisory, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2013.