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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

101 hedge funds and large institutions have $760M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
24
Increased
47
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$43M
2
LFAS
Level Four Advisory Services
Texas
+$27.5M
3
Bank of America
Bank of America
North Carolina
+$24.7M
4
Morgan Stanley
Morgan Stanley
New York
+$23.2M
5
TIM
Total Investment Management
Arizona
+$22.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$25M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.73M
3
PFA
Pinnacle Family Advisors
Missouri
-$6.01M
4
HA
Hays Advisory
Tennessee
-$1.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$189M +$9.89M +157,439 +6%
Morgan Stanley
2
Morgan Stanley
New York
$95.1M +$23.2M +368,874 +32%
Wells Fargo
3
Wells Fargo
California
$78.5M +$11.1M +177,462 +17%
Bank of America
4
Bank of America
North Carolina
$51.6M +$24.7M +392,555 +92%
SWA
5
SFMG Wealth Advisors
Texas
$43M +$43M +683,620 New
UBS Group
6
UBS Group
Switzerland
$38.7M +$12.8M +204,098 +49%
LPL Financial
7
LPL Financial
California
$30.5M +$14.1M +223,914 +86%
LFAS
8
Level Four Advisory Services
Texas
$30.3M +$27.5M +438,249 +991%
TIM
9
Total Investment Management
Arizona
$22.3M +$22.3M +354,305 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$13.3M +$1.78M +28,322 +15%
RJA
11
Raymond James & Associates
Florida
$12.6M +$7.76M +123,465 +162%
Jane Street
12
Jane Street
New York
$12.4M +$12.4M +196,832 New
BTS
13
BB&T Securities
Virginia
$11.6M +$1.45M +23,070 +14%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10M +$1.58M +25,175 +19%
SB
15
Suntrust Banks
Georgia
$7.98M +$1.11M +17,698 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.8M +$4.73M +75,328 +155%
MML Investors Services
17
MML Investors Services
Massachusetts
$6.62M +$1.69M +26,924 +34%
HA
18
Hays Advisory
Tennessee
$6.56M -$1.54M -24,453 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.35M -$1.18M -18,856 -16%
SPIA
20
Steward Partners Investment Advisory
New York
$5.34M +$545K +8,675 +11%
Stifel Financial
21
Stifel Financial
Missouri
$4.93M +$1.44M +22,952 +42%
HFS
22
HL Financial Services
Kentucky
$4.91M -$146K -2,322 -3%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$4.25M +$283K +4,512 +7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.23M +$3.75M +59,664 +783%
Citadel Advisors
25
Citadel Advisors
Florida
$3.97M +$3.97M +63,254 New
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