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First Trust Developed Markets ex-US AlphaDEX Fund

97 hedge funds and large institutions have $448M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
28
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.8M -$10.4M -187,050 -12%
UBS Group
2
UBS Group
Switzerland
$48.3M -$3.75M -67,440 -7%
Wells Fargo
3
Wells Fargo
California
$47.8M +$362K +6,499 +0.8%
Bank of America
4
Bank of America
North Carolina
$45.2M -$3.36M -60,307 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.1M +$13.2M +237,882 +63%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.1M -$3.05M -54,812 -10%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$17.7M +$230K +4,134 +1%
LPL Financial
8
LPL Financial
California
$15.9M -$848K -15,247 -5%
LFAS
9
Level Four Advisory Services
Texas
$14.1M -$1.62M -25,851 -10%
Truist Financial
10
Truist Financial
North Carolina
$13M +$13M +233,702 New
RJA
11
Raymond James & Associates
Florida
$11.7M +$2.79M +50,221 +31%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.9M +$150K +2,701 +1%
RW
13
RVW Wealth
California
$10M +$709K +12,738 +8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$4.83M
EWM
15
EPG Wealth Management
Georgia
$4.49M +$4.49M +80,686 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.48M -$427K -7,670 -9%
LFG
17
Larson Financial Group
Missouri
$4.04M +$226K +4,068 +6%
Citadel Advisors
18
Citadel Advisors
Florida
$3.83M -$4.7M -84,388 -55%
Stifel Financial
19
Stifel Financial
Missouri
$3.5M +$80.8K +1,445 +2%
Jane Street
20
Jane Street
New York
$3.09M +$1.96M +35,145 +173%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$3.06M -$27.4K -493 -0.9%
AG
22
Advisor Group
Arizona
$2.89M -$1.3M -23,285 -31%
FHC
23
First Heartland Consultants
Missouri
$2.75M +$158K +2,846 +6%
AW
24
ACG Wealth
Georgia
$2.26M +$678K +12,191 +43%
MCM
25
Mattern Capital Management
Colorado
$2.04M +$2.04M +36,580 New