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First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

111 hedge funds and large institutions have $892M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
20
Increased
58
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$37.4M
2
TIM
Total Investment Management
Arizona
+$19.5M
3
CWM
Cornerstone Wealth Management
Missouri
+$18.7M
4
UBS Group
UBS Group
Switzerland
+$15M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$13.3M

Top Sellers

1
BTS
BB&T Securities
Virginia
-$8.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.03M
3
SIM
SSI Investment Management
California
-$1.93M
4
BCM
Brookstone Capital Management
Illinois
-$1.7M
5
FAIM
Financial Advocates Investment Management
Washington
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$183M +$1.99M +33,260 +1%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$13M +217,098 +14%
Wells Fargo
3
Wells Fargo
California
$82.6M +$7.66M +127,749 +10%
Bank of America
4
Bank of America
North Carolina
$59.3M +$10.1M +169,240 +21%
UBS Group
5
UBS Group
Switzerland
$51.9M +$15M +249,514 +40%
SWA
6
SFMG Wealth Advisors
Texas
$42.8M +$1.79M +29,916 +4%
TIM
7
Total Investment Management
Arizona
$40.8M +$19.5M +325,967 +92%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.4M +$37.4M +623,966 New
LPL Financial
9
LPL Financial
California
$32.8M +$3.76M +62,658 +13%
LFAS
10
Level Four Advisory Services
Texas
$30.2M +$1.3M +21,688 +4%
CWM
11
Cornerstone Wealth Management
Missouri
$19M +$18.7M +1,103,468 +5,987%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$16.7M +$4M +66,726 +32%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$15.1M +$13.3M +221,766 +744%
RJA
14
Raymond James & Associates
Florida
$15M +$3.02M +50,357 +25%
Jane Street
15
Jane Street
New York
$13M +$1.24M +20,632 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$10.7M +$1.16M +19,320 +12%
SB
17
Suntrust Banks
Georgia
$9.46M +$1.85M +30,875 +24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.81M +$2.76M +45,994 +46%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.63M +$2.32M +38,720 +37%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.9M +$464K +7,733 +6%
HSA
21
HBK Sorce Advisory
Pennsylvania
$7.74M +$7.74M +129,104 New
SPIA
22
Steward Partners Investment Advisory
New York
$6.37M +$1.27M +21,268 +25%
HA
23
Hays Advisory
Tennessee
$6.05M -$215K -3,590 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.84M +$2.72M +45,292 +87%
Stifel Financial
25
Stifel Financial
Missouri
$5.24M +$558K +9,313 +12%
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