First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS
14 hedge funds and large institutions have $4.54M invested in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
2.49% more ownership
Funds ownership: 47.73% → 50.22% (+2.5%)
3% more capital invested
Capital invested by funds: $4.41M → $4.54M (+$125K)
13% less funds holding
Funds holding: 16 → 14 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$434K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$305K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$84.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$28.8K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$255K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$174K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$71K |
| 4 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$66K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$40.6K |
FDTS Hedge Fund Activity: Q2 2019 in Review
14 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) for Q2 2019, worth a combined $4.54M — up 2.8% from $4.41M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FDTS and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Jane Street, adding an estimated $434K. The largest seller was Credit Suisse, cutting an estimated $255K.
- 14 institutional investors held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) as of Q2 2019, down from 16 in Q1 2019.
- Funds reported $4.54M of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock for Q2 2019, up 2.8% quarter-over-quarter.
- 1 fund opened new First Trust Developed Markets ex-US Small Cap AlphaDEX Fund positions in Q2 2019 and 3 closed out, a net change of -2 holders.
- The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund buyer in Q2 2019 was Jane Street, an estimated $434K added.
- The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund seller in Q2 2019 was Credit Suisse, an estimated $255K sold.
Based on aggregated 13F filings for Q2 2019.