First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS
4 hedge funds and large institutions have $2M invested in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
103% more capital invested
Capital invested by funds: $981K → $2M (+$1.01M)
33% more funds holding
Funds holding: 3 → 4 (+1)
1.91% less ownership
Funds ownership: 55.74% → 53.82% (-1.9%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$710K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$84.5K |
| 2 |
Morgan Stanley
New York
|
-$65.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.13M | +$710K | +19,652 | +182% |
|
|
2
Morgan Stanley
New York
| $391K | -$65.2K | -1,804 | -15% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $387K | +$377K | +10,445 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $89K | -$84.5K | -2,337 | -49% |
|
FDTS Hedge Fund Activity: Q4 2013 in Review
4 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) for Q4 2013, worth a combined $2M — up 103% from $981K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FDTS positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $710K. The largest seller was Royal Bank of Canada, cutting an estimated $84.5K.
- 4 institutional investors held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) as of Q4 2013, up from 3 in Q3 2013.
- Funds reported $2M of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock for Q4 2013, up 103% quarter-over-quarter.
- 1 fund opened new First Trust Developed Markets ex-US Small Cap AlphaDEX Fund positions in Q4 2013 and 0 closed out, a net change of +1 holder.
- The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund buyer in Q4 2013 was Susquehanna International Group, an estimated $710K added.
- The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund seller in Q4 2013 was Royal Bank of Canada, an estimated $84.5K sold.
Based on aggregated 13F filings for Q4 2013.