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First Trust Developed Markets ex-US AlphaDEX Fund

107 hedge funds and large institutions have $699M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$115M +$9.77M +179,622 +9%
Morgan Stanley
2
Morgan Stanley
New York
$101M +$6M +110,306 +6%
UBS Group
3
UBS Group
Switzerland
$69.7M -$4.97M -91,451 -7%
Wells Fargo
4
Wells Fargo
California
$63.7M -$8M -147,110 -11%
Bank of America
5
Bank of America
North Carolina
$54.4M +$15M +276,607 +38%
TIM
6
Total Investment Management
Arizona
$44.5M +$3.64M +70,183 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$39.1M +$3.38M +62,175 +9%
LPL Financial
8
LPL Financial
California
$20.6M -$7.13M -131,096 -26%
BTS
9
BB&T Securities
Virginia
$19.5M +$12.4M +227,472 +173%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.1M +$2.47M +45,466 +16%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$13.8M +$506K +9,311 +4%
LFAS
12
Level Four Advisory Services
Texas
$13.8M +$246K +4,518 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M +$1.51M +27,770 +17%
RW
14
RVW Wealth
California
$9.68M +$9.68M +178,105 New
SB
15
Suntrust Banks
Georgia
$8.06M -$1.99M -36,674 -20%
HSA
16
HBK Sorce Advisory
Pennsylvania
$8.02M +$166K +3,051 +2%
RJA
17
Raymond James & Associates
Florida
$7.57M -$46.6K -857 -0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.76M -$1.51M -27,832 -21%
AG
19
Advisor Group
Arizona
$5.16M +$1.03M +18,978 +25%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.83M +$4.83M +77,058 New
HFS
21
HL Financial Services
Kentucky
$4.48M +$41.1K +756 +0.9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.59M -$265K -4,872 -7%
Stifel Financial
23
Stifel Financial
Missouri
$3.34M -$764K -14,044 -19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.3M -$32.1K -590 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.85M -$250K -4,603 -8%