First Trust Developed Markets ex-US AlphaDEX Fund
42 hedge funds and large institutions have $78.1M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
6.08% less ownership
Funds ownership: 58.55% → 52.47% (-6.1%)
37% less capital inflows, than outflows
Capital inflows: $15.6M | Capital outflows: $24.9M
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
|
+$4.43M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$3.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.42M |
| 4 |
Jane Street
New York
|
+$1M |
| 5 |
Regal Investment Advisors
Kentwood,
Michigan
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.44M |
| 2 |
First Horizon Advisors
Memphis,
Tennessee
|
-$5.03M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.38M |
| 4 |
First Allied Advisory Services
San Diego,
California
|
-$2.02M |
| 5 |
RPG
Risk Paradigm Group
Austin,
Texas
|
-$1.87M |
FDT Hedge Fund Activity: Q2 2016 in Review
42 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2016, worth a combined $78.1M — down 13% from $89.7M a quarter earlier.
Fund positioning in FDT was balanced in Q2 2016: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Wells Fargo, cutting an estimated $9.44M.
- 42 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $78.1M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2016, down 13% quarter-over-quarter.
- 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2016 and 6 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2016 was Morgan Stanley, an estimated $4.43M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2016 was Wells Fargo, an estimated $9.44M sold.
Based on aggregated 13F filings for Q2 2016.