First Trust Developed Markets ex-US AlphaDEX Fund
29 hedge funds and large institutions have $59.8M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 7 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
11% less capital invested
Capital invested by funds: $66.8M → $59.8M (-$7.04M)
15% less funds holding
Funds holding: 34 → 29 (-5)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.61M |
| 2 |
JP Morgan Chase
New York
|
+$993K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$918K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$613K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.34M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 3 |
Morgan Stanley
New York
|
-$1.96M |
| 4 |
Goldman Sachs
New York
|
-$1.01M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$763K |
FDT Hedge Fund Activity: Q4 2014 in Review
29 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2014, worth a combined $59.8M — down 11% from $66.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FDT and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 17 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.61M. The largest seller was Wells Fargo, cutting an estimated $3.34M.
- 29 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2014, down from 34 in Q3 2014.
- Funds reported $59.8M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2014, down 11% quarter-over-quarter.
- 4 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2014 and 7 closed out, a net change of -3 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2014 was Susquehanna International Group, an estimated $2.61M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2014 was Wells Fargo, an estimated $3.34M sold.
Based on aggregated 13F filings for Q4 2014.