First Trust Developed Markets ex-US AlphaDEX Fund
50 hedge funds and large institutions have $126M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
36% more capital invested
Capital invested by funds: $92.8M → $126M (+$33.4M)
13.59% more ownership
Funds ownership: 58.62% → 72.22% (+14%)
4% more funds holding
Funds holding: 48 → 50 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$4.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.18M |
| 5 |
Jane Street
New York
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$3.31M |
| 2 |
Morgan Stanley
New York
|
-$1.75M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$1.41M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$879K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$466K |
FDT Hedge Fund Activity: Q1 2017 in Review
50 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q1 2017, worth a combined $126M — up 36% from $92.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDT positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was First Horizon Advisors, cutting an estimated $3.31M.
- 50 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2017, up from 48 in Q4 2016.
- Funds reported $126M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2017, up 36% quarter-over-quarter.
- 7 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2017 and 4 closed out, a net change of +3 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q1 2017 was Wells Fargo, an estimated $12.1M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q1 2017 was First Horizon Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q1 2017.