First Trust Developed Markets ex-US AlphaDEX Fund
118 hedge funds and large institutions have $315M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
20% more capital inflows, than outflows
Capital inflows: $23.1M | Capital outflows: $19.4M
2% more funds holding
Funds holding: 116 → 118 (+2)
2% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 43
0.41% more ownership
Funds ownership: 73.4% → 73.81% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.27M |
| 2 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$3.97M |
| 3 |
Morgan Stanley
New York
|
+$3.85M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.9M |
| 5 |
Jane Street
New York
|
+$806K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$10.1M |
| 2 |
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.29M |
| 3 |
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$834K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$803K |
| 5 |
Mainsail Financial Group
Bellevue,
Washington
|
-$670K |
FDT Hedge Fund Activity: Q3 2024 in Review
118 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2024, worth a combined $315M — up 4.5% from $301M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FDT positions and 6 closed out — a net gain of 4 holders — while 44 added to existing stakes and 43 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.27M. The largest seller was Kingsview Wealth Management, cutting an estimated $10.1M.
- 118 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2024, up from 116 in Q2 2024.
- Funds reported $315M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2024, up 4.5% quarter-over-quarter.
- 10 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $5.27M added.
- The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2024 was Kingsview Wealth Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2024.