First Trust Developed Markets ex-US AlphaDEX Fund
34 hedge funds and large institutions have $66.8M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
60% more capital inflows, than outflows
Capital inflows: $11.7M | Capital outflows: $7.33M
10% more funds holding
Funds holding: 31 → 34 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.19M |
| 3 |
First Allied Advisory Services
San Diego,
California
|
+$1.13M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.01M |
| 5 |
Baird
Milwaukee,
Wisconsin
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
-$2.68M |
| 2 |
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.24M |
| 3 |
Morgan Stanley
New York
|
-$1.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$762K |
| 5 |
Goldman Sachs
New York
|
-$218K |
FDT Hedge Fund Activity: Q3 2014 in Review
34 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2014, worth a combined $66.8M — up 0.13% from $66.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDT positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was UBS, cutting an estimated $2.68M.
- 34 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2014, up from 31 in Q2 2014.
- Funds reported $66.8M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2014, up 0.13% quarter-over-quarter.
- 5 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2014 and 2 closed out, a net change of +3 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2014 was LPL Financial, an estimated $3.35M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2014 was UBS, an estimated $2.68M sold.
Based on aggregated 13F filings for Q3 2014.