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First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

10 hedge funds and large institutions have $6.72M invested in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

25% more funds holding

Funds holding: 810 (+2)

18% more capital invested

Capital invested by funds: $5.71M → $6.72M (+$1.01M)

13.28% less ownership

Funds ownership: 65.24%51.96% (-13%)

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1
Crusonia Wealth Advisors
Colorado
$2.55M -$247K -3,766 -9%
Citadel Advisors
2
Citadel Advisors
Florida
$1.52M +$449K +6,858 +41%
Jane Street
3
Jane Street
New York
$1.37M -$54.2K -828 -4%
Morgan Stanley
4
Morgan Stanley
New York
$439K +$19.6K +299 +5%
LPL Financial
5
LPL Financial
California
$410K
BAM
6
Belpointe Asset Management
Nevada
$209K +$212K +3,240 New
Osaic Holdings
7
Osaic Holdings
Arizona
$185K +$7.79K +119 +4%
HI
8
Harbour Investments
Wisconsin
$32.4K
UBS Group
9
UBS Group
Switzerland
$9.12K +$9.23K +141 New
Wells Fargo
10
Wells Fargo
California
$63

FDTS Hedge Fund Activity: Q1 2026 in Review

10 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) for Q1 2026, worth a combined $6.72M — up 18% from $5.71M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FDTS positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $449K. The largest seller was Crusonia Wealth Advisors, cutting an estimated $247K.

  • 10 institutional investors held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) as of Q1 2026, up from 8 in Q4 2025.
  • Funds reported $6.72M of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock for Q1 2026, up 18% quarter-over-quarter.
  • 2 funds opened new First Trust Developed Markets ex-US Small Cap AlphaDEX Fund positions in Q1 2026 and 0 closed out, a net change of +2 holders.
  • The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund buyer in Q1 2026 was Citadel Advisors, an estimated $449K added.
  • The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund seller in Q1 2026 was Crusonia Wealth Advisors, an estimated $247K sold.

Based on aggregated 13F filings for Q1 2026.