First Trust Developed Markets ex-US AlphaDEX Fund
51 hedge funds and large institutions have $127M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
36% more capital invested
Capital invested by funds: $93.2M → $127M (+$33.8M)
13.78% more ownership
Funds ownership: 58.88% → 72.66% (+14%)
4% more funds holding
Funds holding: 49 → 51 (+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
51 of the 4,034 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 $127M — up 36% from $93.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDT positions and 3 closed out — a net gain of 3 holders — while 25 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.
- 51 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q1 2017, up from 49 in Q4 2016.
- Funds reported $127M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q1 2017, up 36% quarter-over-quarter.
- 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q1 2017 and 3 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.