First Trust Developed Markets ex-US AlphaDEX Fund
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.
0% more capital invested
Capital invested by funds: $381M → $381M (+$245K)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
3% less funds holding
Funds holding: 119 → 116 (-3)
3.26% less ownership
Funds ownership: 79.52% → 76.26% (-3.3%)
29% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 55
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.12M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.55M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.35M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.06M |
| 3 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$2.1M |
| 4 |
Morgan Stanley
New York
|
-$1.77M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$1.67M |
FDT Hedge Fund Activity: Q2 2023 in Review
116 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2023, worth a combined $381M — up 0.06% from $381M a quarter earlier.
Fund positioning in FDT was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 39 added to existing stakes and 55 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.12M. The largest seller was Envestnet Asset Management, cutting an estimated $7.35M.
- 116 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2023, down from 119 in Q1 2023.
- Funds reported $381M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2023, up 0.06% quarter-over-quarter.
- 10 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2023 and 10 closed out, a net change of 0 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2023 was Citadel Advisors, an estimated $6.12M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2023 was Envestnet Asset Management, an estimated $7.35M sold.
Based on aggregated 13F filings for Q2 2023.