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First Trust Developed Markets ex-US AlphaDEX Fund

140 hedge funds and large institutions have $469M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $367M → $469M (+$102M)

18% more funds holding

Funds holding: 119140 (+21)

2.63% more ownership

Funds ownership: 70.29%72.92% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

Holders
140
Holders Change
+21
Holders Change %
+17.65%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
44
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.7M +$3.13M +43,300 +4%
LPL Financial
2
LPL Financial
California
$56.7M +$8.92M +123,446 +20%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.6M -$347K -4,803 -1%
Wells Fargo
4
Wells Fargo
California
$28.7M +$7M +96,890 +34%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.7M +$6.47M +89,584 +52%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.2M +$2.6M +35,933 +19%
UBS Group
7
UBS Group
Switzerland
$17M +$486K +6,727 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$15.8M -$425K -5,877 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.4M -$77.9K -1,078 -0.5%
SPWG
10
Sage Private Wealth Group
Illinois
$12.8M +$12.2M +169,314 New
AssetMark Inc
11
AssetMark Inc
California
$11.5M +$264K +3,652 +2%
KWM
12
Kingsview Wealth Management
Oregon
$10.8M -$716K -9,912 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.93M +$4.92M +68,050 +102%
BEI
14
Benjamin Edwards Inc
Missouri
$9.24M +$1.15M +15,856 +15%
Stifel Financial
15
Stifel Financial
Missouri
$8.05M +$423K +5,850 +6%
IFG
16
Independent Financial Group
California
$7.28M +$6.98M +96,570 New
MFG
17
Mainsail Financial Group
Washington
$6.09M +$3.4K +47 +0.1%
TFA
18
TPG Financial Advisors
Oregon
$4.41M -$10.8K -150 -0.3%
GSWM
19
Greenup Street Wealth Management
Michigan
$3.81M +$3.65M +50,513 New
PFS
20
Prospera Financial Services
Texas
$3.74M +$252K +3,482 +8%
AI
21
Atria Investments
North Carolina
$3.48M -$283K -3,918 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.37M -$53.3K -738 -2%
RWA
23
Redhawk Wealth Advisors
Minnesota
$3.36M +$3.22M +44,583 New
CAS
24
Coppell Advisory Solutions
Texas
$3.31M +$232K +3,216 +8%
AWM
25
AE Wealth Management
Kansas
$3.09M -$259K -3,588 -8%

FDT Hedge Fund Activity: Q3 2025 in Review

140 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q3 2025, worth a combined $469M — up 28% from $367M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FDT positions and 8 closed out — a net gain of 23 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Sage Private Wealth Group, opening a new position worth an estimated $12.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.4M sold.

  • 140 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $469M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q3 2025, up 28% quarter-over-quarter.
  • 31 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q3 2025 and 8 closed out, a net change of +23 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q3 2025 was Sage Private Wealth Group, an estimated $12.2M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.