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First Trust Developed Markets ex-US AlphaDEX Fund

100 hedge funds and large institutions have $776M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-11
Holders Change %
-9.91%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
7
Increased
43
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$160M -$20.4M -344,218 -11%
Morgan Stanley
2
Morgan Stanley
New York
$98.2M -$4.61M -77,588 -4%
Wells Fargo
3
Wells Fargo
California
$77.2M -$4.58M -77,173 -6%
Bank of America
4
Bank of America
North Carolina
$56M -$2.76M -46,547 -5%
UBS Group
5
UBS Group
Switzerland
$52.2M +$733K +12,338 +1%
TIM
6
Total Investment Management
Arizona
$42.2M +$1.77M +29,763 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$31.2M -$5.9M -99,322 -16%
LPL Financial
8
LPL Financial
California
$28M -$4.55M -76,682 -14%
LFAS
9
Level Four Advisory Services
Texas
$21.7M -$8.26M -139,175 -28%
CWM
10
Cornerstone Wealth Management
Missouri
$17.9M -$1M -59,306 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$17.7M +$1.06M +17,835 +6%
RJA
12
Raymond James & Associates
Florida
$15.6M +$753K +12,677 +5%
AFNAS
13
American Financial Network Advisory Services
California
$12.3M +$12.2M +206,237 +67,398%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12M +$1.36M +22,986 +13%
MML Investors Services
15
MML Investors Services
Massachusetts
$10.4M +$1.8M +30,296 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.38M +23,297 +16%
SB
17
Suntrust Banks
Georgia
$9.97M +$598K +10,073 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.31M +$1.52M +25,670 +26%
Citadel Advisors
19
Citadel Advisors
Florida
$6.81M +$6.06M +101,850 +809%
SPIA
20
Steward Partners Investment Advisory
New York
$6.44M +$134K +2,263 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.46M -$2.37M -39,874 -30%
AG
22
Advisor Group
Arizona
$4.99M +$2.23M +37,612 +81%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$4.85M +$265K +4,471 +6%
BTS
24
BB&T Securities
Virginia
$4.67M +$2.51M +42,286 +116%
HFS
25
HL Financial Services
Kentucky
$4.47M -$10.3K -174 -0.2%