First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS
13 hedge funds and large institutions have $6.17M invested in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
9% more capital invested
Capital invested by funds: $5.65M → $6.17M (+$518K)
8% more funds holding
Funds holding: 12 → 13 (+1)
2.72% more ownership
Funds ownership: 73.62% → 76.33% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$112K |
| 2 |
Jane Street
New York
|
+$83.9K |
| 3 |
LPL Financial
San Diego,
California
|
+$43.5K |
| 4 |
Morgan Stanley
New York
|
+$17.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$57.4K |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$10.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.68K |
FDTS Hedge Fund Activity: Q4 2023 in Review
13 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) for Q4 2023, worth a combined $6.17M — up 9.2% from $5.65M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FDTS positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $112K. The largest seller was Atria Wealth Solutions, cutting an estimated $57.4K.
- 13 institutional investors held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $6.17M of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock for Q4 2023, up 9.2% quarter-over-quarter.
- 1 fund opened new First Trust Developed Markets ex-US Small Cap AlphaDEX Fund positions in Q4 2023 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 2023 was Citadel Advisors, an estimated $112K added.
- The largest First Trust Developed Markets ex-US Small Cap AlphaDEX Fund seller in Q4 2023 was Atria Wealth Solutions, an estimated $57.4K sold.
Based on aggregated 13F filings for Q4 2023.