First Trust Developed Markets ex-US AlphaDEX Fund
38 hedge funds and large institutions have $100M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
65.26% more ownership
Funds ownership: 0% → 65.26% (+65%)
25% more capital invested
Capital invested by funds: $80.4M → $100M (+$20M)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.2M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$3.19M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.74M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.65M |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$2.92M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.97M |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$922K |
FDT Hedge Fund Activity: Q4 2015 in Review
38 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q4 2015, worth a combined $100M — up 25% from $80.4M a quarter earlier.
Fund positioning in FDT was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was SG Americas Securities, cutting an estimated $2.92M.
- 38 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $100M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q4 2015, up 25% quarter-over-quarter.
- 4 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q4 2015 and 4 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q4 2015 was Morgan Stanley, an estimated $15.2M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q4 2015 was SG Americas Securities, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2015.