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First Trust Developed Markets ex-US AlphaDEX Fund

121 hedge funds and large institutions have $367M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 64 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
35
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$112M 2,125,954 +974,013 +85%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26M 494,638 -9,483 -2%
LPL Financial
3
LPL Financial
California
$25.9M 492,304 -186,581 -27%
Wells Fargo
4
Wells Fargo
California
$19.8M 376,873 -125,054 -25%
KWM
5
Kingsview Wealth Management
Oregon
$17.7M 337,869 +97,654 +41%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.7M 203,853 -48,730 -19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.84M 187,398 -25,177 -12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.37M 159,349 -26,284 -14%
Jane Street
9
Jane Street
New York
$8M 152,286 +130,362 +595%
UBS Group
10
UBS Group
Switzerland
$7.62M 145,200 -16,111 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$7.02M 133,641 +59,967 +81%
CAS
12
Coppell Advisory Solutions
Texas
$4.79M 91,186 +6,365 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.44M 84,548 -800 -0.9%
Truist Financial
14
Truist Financial
North Carolina
$4.06M 77,277 -2,783 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.91M 74,494 +975 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.83M 72,852 -4,096 -5%
AAS
17
Avantax Advisory Services
Texas
$3.82M 72,805 -9,620 -12%
MFG
18
Mainsail Financial Group
Washington
$3.72M 73,079 +5,289 +8%
FPWM
19
FSB Premier Wealth Management
Iowa
$3.43M 65,329 -845 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.41M 64,935 -31,556 -33%
SAM
21
SignalPoint Asset Management
Missouri
$3.2M 61,024 -1,108 -2%
AssetMark Inc
22
AssetMark Inc
California
$3.2M 60,988 +20,394 +50%
AWM
23
AE Wealth Management
Kansas
$3.12M 60,120 +211 +0.4%
First Trust Advisors
24
First Trust Advisors
Illinois
$3.08M 58,621 +45,809 +358%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.74M 52,183 -2,240 -4%