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First Trust Developed Markets ex-US AlphaDEX Fund

160 hedge funds and large institutions have $532M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more funds holding

Funds holding: 140160 (+20)

13% more capital invested

Capital invested by funds: $469M → $532M (+$62.6M)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

5.7% less ownership

Funds ownership: 72.92%67.22% (-5.7%)

Holders
160
Holders Change
+20
Holders Change %
+14.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
54
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.9M +$2.79M +36,023 +3%
LPL Financial
2
LPL Financial
California
$67.1M +$7.16M +92,554 +12%
Wells Fargo
3
Wells Fargo
California
$33.2M +$2.93M +37,903 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.3M -$1.03M -13,358 -3%
UBS Group
5
UBS Group
Switzerland
$22.6M +$4.61M +59,574 +26%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$21.4M +$550K +7,106 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.5M -$1.58M -20,477 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$16.1M -$486K -6,286 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$15.9M -$273K -3,536 -2%
SPWG
10
Sage Private Wealth Group
Illinois
$14.2M +$752K +9,729 +6%
SAS
11
SMI Advisory Services
Indiana
$13.8M +$12.8M +165,015 New
AssetMark Inc
12
AssetMark Inc
California
$12.2M +$33.6K +434 +0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$12M +$1.28M +16,513 +12%
BEI
14
Benjamin Edwards Inc
Missouri
$11.3M +$1.56M +20,140 +16%
IFG
15
Independent Financial Group
California
$8.86M +$1.16M +14,940 +15%
Stifel Financial
16
Stifel Financial
Missouri
$8.09M -$389K -5,030 -5%
KWM
17
Kingsview Wealth Management
Oregon
$6.83M -$4.43M -57,336 -40%
MFG
18
Mainsail Financial Group
Washington
$6.44M +$18.9K +245 +0.3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.35M +$6.18M +79,935 New
CWA
20
Crusonia Wealth Advisors
Colorado
$5.03M +$4.9M +63,361 New
TFA
21
TPG Financial Advisors
Oregon
$4.59M -$54.8K -708 -1%
PFS
22
Prospera Financial Services
Texas
$4.09M +$148K +1,914 +4%
GSWM
23
Greenup Street Wealth Management
Michigan
$3.93M -$82.3K -1,064 -2%
CAS
24
Coppell Advisory Solutions
Texas
$3.66M +$120K +1,554 +4%
AI
25
Atria Investments
North Carolina
$3.46M -$206K -2,664 -6%