FDT Institutional Ownership
First Trust Developed Markets ex-US AlphaDEX Fund
1W: -0.1%
1M: -0.9%
3M: +0.4%
YTD: +17.9%
1Y: +26.9%
3Y: +106.9%
5Y: +77.0%
$94.84
+1.56 (+1.67%)
Weekly Expected Move ±2.8%
$90
$92
$95
$97
$100
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDT
219
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
900M
Total Invested
37
New Positions
82
Increased
72
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (227 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,883,655 | $179M | +619,587 | +49.0% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 989,346 | $94M | +125,073 | +14.5% | 54Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 703,298 | $67M | -197,216 | -21.9% | 59Q | SEC ↗ |
| 4 | UBS Group AG | 487,833 | $46M | -153,945 | -24.0% | 47Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 393,613 | $37M | +45,226 | +13.0% | 31Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 358,256 | $34M | +74,856 | +26.4% | 23Q | SEC ↗ |
| 7 | &PARTNERS | 290,817 | $28M | +279,347 | +2435.5% | 3Q | SEC ↗ |
| 8 | Janney Montgomery Scott LLC | 269,443 | $26M | +13,015 | +5.1% | 43Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 241,768 | $23M | -23,168 | -8.7% | 7Q | SEC ↗ |
| 10 | SAGE PRIVATE WEALTH GROUP, LLC | 239,001 | $23M | +23,026 | +10.7% | 4Q | SEC ↗ |
| 11 | FIRST TRUST ADVISORS LP | 235,545 | $22M | -22,725 | -8.8% | 37Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 229,938 | $22M | -8,162 | -3.4% | 60Q | SEC ↗ |
| 13 | SMI Advisory Services, LLC | 208,908 | $20M | +4,923 | +2.4% | 3Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 174,011 | $17M | +78,332 | +81.9% | 37Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 170,519 | $16M | +39,513 | +30.2% | 26Q | SEC ↗ |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 150,233 | $14M | +25,007 | +20.0% | 4Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 147,520 | $14M | +12,578 | +9.3% | 49Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 126,821 | $12M | +55,062 | +76.7% | 27Q | SEC ↗ |
| 19 | ASSETMARK, INC | 125,816 | $12M | +7,675 | +6.5% | 13Q | SEC ↗ |
| 20 | Kingsview Wealth Management, LLC | 105,456 | $10M | +24,080 | +29.6% | 24Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105,338 | $10M | +63,234 | +150.2% | 3Q | SEC ↗ |
| 22 | BENJAMIN EDWARDS INC | 100,556 | $10M | -11,793 | -10.5% | 25Q | SEC ↗ |
| 23 | Mainsail Financial Group, LLC | 94,010 | $9M | +12,866 | +15.9% | 15Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 75,893 | $7M | +54,958 | +262.5% | 37Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 69,767 | $7M | +32,291 | +86.2% | 35Q | SEC ↗ |
| 26 | JONES FINANCIAL COMPANIES LLLP | 66,388 | $6M | +39,595 | +147.8% | 7Q | SEC ↗ |
| 27 | Crusonia Wealth Advisors LLC | 60,183 | $6M | +309 | +0.5% | 3Q | SEC ↗ |
| 28 | KESTRA PRIVATE WEALTH SERVICES, LLC | 60,145 | $6M | +37,782 | +168.9% | 2Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC NEW | 51,043 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Koshinski Asset Management, Inc. | 49,961 | $5M | +7,715 | +18.3% | 4Q | SEC ↗ |
| 31 | GREENUP STREET WEALTH MANAGEMENT LLC | 46,754 | $4M | -438 | -0.9% | 4Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 45,130 | $4M | +31,267 | +225.5% | 14Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 44,963 | $4M | +21,295 | +90.0% | 19Q | SEC ↗ |
| 34 | TPG Financial Advisors, LLC | 41,866 | $4M | -13,729 | -24.7% | 9Q | SEC ↗ |
| 35 | LVZ, Inc. | 41,666 | $4M | -1,334 | -3.1% | 23Q | SEC ↗ |
| 36 | StoneX Group Inc. | 40,633 | $4M | +2,343 | +6.1% | 21Q | SEC ↗ |
| 37 | Redhawk Wealth Advisors, Inc. | 40,596 | $4M | +11,218 | +38.2% | 2Q | SEC ↗ |
| 38 | D.A. DAVIDSON & CO. | 39,702 | $4M | +13,909 | +53.9% | 54Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 39,233 | $4M | -107 | -0.3% | 17Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 37,139 | $4M | +15,784 | +73.9% | 4Q | SEC ↗ |
| 41 | Prospera Financial Services Inc | 34,358 | $3M | -637 | -1.8% | 12Q | SEC ↗ |
| 42 | L & S Advisors Inc | 34,171 | $3M | -3 | -0.0% | 13Q | SEC ↗ |
| 43 | Allie Family Office LLC | 32,052 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 31,898 | $3M | -6,099 | -16.1% | 28Q | SEC ↗ |
| 45 | Atria Investments, Inc | 31,494 | $3M | -385 | -1.2% | 14Q | SEC ↗ |
| 46 | Towerpoint Wealth, LLC | 31,214 | $3M | -351 | -1.1% | 31Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 28,812 | $3M | -600 | -2.0% | 21Q | SEC ↗ |
| 48 | Coppell Advisory Solutions LLC NEW | 26,653 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Gateway Wealth Partners, LLC | 26,178 | $2M | -17,056 | -39.5% | 15Q | SEC ↗ |
| 50 | CWM, LLC | 25,609 | $2M | +14,851 | +138.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 51,043 | $5M |
| Coppell Advisory Solutions LLC | 26,653 | $3M |
| Coign Capital Advisors LLC | 22,114 | $2M |
| Centennial Wealth Advisory LLC | 15,300 | $1M |
| Integrated Wealth Concepts LLC | 11,728 | $1M |
| RiverTree Advisors, LLC | 10,244 | $972K |
| Dynamic Advisor Solutions LLC | 6,831 | $648K |
| Ameritas Advisory Services, LLC | 5,881 | $558K |
| Sigma Planning Corp | 4,061 | $385K |
| BROWN ADVISORY INC | 3,516 | $333K |
| XML Financial, LLC | 3,441 | $326K |
| DAYMARK WEALTH PARTNERS, LLC | 2,597 | $246K |
| Global Retirement Partners, LLC | 2,569 | $244K |
| HighTower Advisors, LLC | 2,558 | $243K |
| ProVise Management Group, LLC | 2,418 | $229K |
| Spectrum Wealth Advisory Group, LLC | 2,403 | $228K |
| Mutual Advisors, LLC | 2,304 | $219K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,293 | $217K |
| 1776 Wealth LLC | 2,280 | $216K |
| Thrivent Financial for Lutherans | 2,269 | $215K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 296,329 | $28M |
| GTS SECURITIES LLC | 30,202 | $3M |
| US BANCORP \DE | 16,331 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 16,224 | $2M |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | 15,348 | $1M |
| Pacific Excel Wealth Advisors, Inc. | 12,656 | $1M |
| Valued Retirements, Inc. | 7,882 | $748K |
| Qube Research & Technologies Ltd | 4,200 | $398K |
| Patriot Financial Group Insurance A | 3,540 | $336K |
| RIA Advisory Group LLC | 3,159 | $300K |
| TWO SIGMA SECURITIES, LLC | 3,108 | $295K |
| Richmond Investment Services, LLC | 2,959 | $281K |
| Bison Wealth, LLC | 2,180 | $207K |
| Western Wealth Management, LLC | 1,048 | $99K |
| Wilmington Savings Fund Society, FS | 600 | $57K |
| BANK OF MONTREAL /CAN | 599 | $57K |
| BANK OF AMERICA CORP /DE | 310 | $29K |
| MAI Capital Management | 220 | $21K |
| Colonial Trust Advisors | 200 | $19K |
| Sound Income Strategies, LLC | 55 | $5K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -197,216 | -21.9% | 703,298 |
| JANE STREET GROUP, LLC | -173,841 | -88.9% | 21,641 |
| UBS Group AG | -153,945 | -24.0% | 487,833 |
| RAYMOND JAMES FINANCIAL INC | -23,168 | -8.7% | 241,768 |
| FIRST TRUST ADVISORS LP | -22,725 | -8.8% | 235,545 |
| Gateway Wealth Partners, LLC | -17,056 | -39.5% | 26,178 |
| TPG Financial Advisors, LLC | -13,729 | -24.7% | 41,866 |
| BENJAMIN EDWARDS INC | -11,793 | -10.5% | 100,556 |
| RFG Advisory, LLC | -10,493 | -44.1% | 13,278 |
| NewEdge Wealth, LLC | -10,168 | -45.0% | 12,429 |
| ROYAL BANK OF CANADA | -8,162 | -3.4% | 229,938 |
| IFP Advisors, Inc | -6,099 | -16.1% | 31,898 |
| MERCER GLOBAL ADVISORS INC /ADV | -5,124 | -50.0% | 5,124 |
| Snowden Capital Advisors LLC | -4,103 | -16.9% | 20,133 |
| Triad Wealth Partners, LLC | -3,942 | -58.0% | 2,857 |
| Synergy Asset Management, LLC | -2,507 | -36.3% | 4,395 |
| Pinnacle Family Advisors, LLC | -2,343 | -33.8% | 4,581 |
| Midwest Financial Network, LLC | -2,276 | -12.0% | 16,760 |
| MGO ONE SEVEN LLC | -2,216 | -23.8% | 7,102 |
| DAVENPORT & Co LLC | -1,884 | -30.7% | 4,259 |