First Trust Developed Markets ex-US AlphaDEX Fund
31 hedge funds and large institutions have $66.7M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
24% more capital invested
Capital invested by funds: $53.8M → $66.7M (+$13M)
15% more funds holding
Funds holding: 27 → 31 (+4)
3.25% more ownership
Funds ownership: 51.38% → 54.63% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$3.14M |
| 2 |
Morgan Stanley
New York
|
+$3.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.66M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.21M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.08M |
| 2 |
Goldman Sachs
New York
|
-$908K |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$378K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$300K |
| 5 |
JG
Jefferies Group
New York
|
-$265K |
FDT Hedge Fund Activity: Q2 2014 in Review
31 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2014, worth a combined $66.7M — up 24% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDT positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $3.14M. The largest seller was Jane Street, exiting entirely with an estimated $2.08M sold.
- 31 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2014, up from 27 in Q1 2014.
- Funds reported $66.7M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2014, up 24% quarter-over-quarter.
- 8 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2014 and 4 closed out, a net change of +4 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2014 was UBS, an estimated $3.14M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2014 was Jane Street, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2014.