FDT icon

First Trust Developed Markets ex-US AlphaDEX Fund
FDT

Overview Fund Activity

116 hedge funds and large institutions have $381M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
39
Reduced
55
Closed
10
Calls
–
Puts
$2.96M
Net Calls
-$2.96M
Net Calls Change
-$2.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$6.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M
4
Wells Fargo
Wells Fargo
California
$27.5M
5
LPL Financial
LPL Financial
California
$35.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$65.1M
4
CAS
Coppell Advisory Solutions
Texas
$4.21M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.1M -$1.78M -34,694 -3%
LPL Financial
2
LPL Financial
California
$35.8M +$1.53M +29,866 +4%
First Trust Advisors
3
First Trust Advisors
Illinois
$28.8M +$195K +3,789 +0.7%
Wells Fargo
4
Wells Fargo
California
$27.5M +$1.55M +30,201 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.3M -$7.4M -144,091 -21%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15.2M -$3.07M -59,871 -17%
Osaic Holdings
7
Osaic Holdings
Arizona
$15M +$268K +5,215 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.7M +$1.67M +32,603 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.3M -$1.11M -21,550 -9%
UBS Group
10
UBS Group
Switzerland
$10.3M -$867K -16,888 -8%
KWM
11
Kingsview Wealth Management
Oregon
$8.31M -$83.1K -1,618 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$6.15M +$6.15M +119,824 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$5.97M -$425K -8,282 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.37M -$609K -11,860 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.36M +$2.57M +49,958 +92%
AAS
16
Avantax Advisory Services
Texas
$4.8M +$51.2K +998 +1%
Truist Financial
17
Truist Financial
North Carolina
$4.59M +$277K +5,401 +6%
Stifel Financial
18
Stifel Financial
Missouri
$4.52M -$61K -1,187 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.26M -$752K -14,653 -15%
CAS
20
Coppell Advisory Solutions
Texas
$4.21M -$1.65M -32,717 -28%
Jane Street
21
Jane Street
New York
$4.06M +$211K +4,109 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.7M -$1.46M -28,422 -28%
FPWM
23
FSB Premier Wealth Management
Iowa
$3.55M -$45.4K -885 -1%
RJA
24
Raymond James & Associates
Florida
$3.41M -$251K -4,891 -7%
MFG
25
Mainsail Financial Group
Washington
$3.37M +$29.4K +572 +0.9%
1
2 3 4 5