FDTS Institutional Ownership
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
1W: +1.2%
1M: +2.3%
3M: +8.6%
YTD: +21.9%
1Y: +29.2%
3Y: +101.9%
5Y: +73.2%
$71.90
+1.30 (+1.84%)
Weekly Expected Move ±2.4%
$68
$70
$72
$74
$75
Overview
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Holdings
Changes
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Institutional Ownership — FDTS
15
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
5
New Positions
2
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Crusonia Wealth Advisors LLC | 39,439 | 3M | -1 | -0.0% | 3Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 30,215 | 2M | +6,775 | +28.9% | 12Q | SEC ↗ |
| 3 | CIBC WORLD MARKET INC. NEW | 9,869 | 710K | — | +0.0% | 1Q | SEC ↗ |
| 4 | CITY HOLDING CO NEW | 8,900 | 640K | — | +0.0% | 1Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 8,309 | 597K | -12,864 | -60.8% | 19Q | SEC ↗ |
| 6 | Aurora Private Wealth, Inc. NEW | 6,339 | 456K | — | +0.0% | 1Q | SEC ↗ |
| 7 | LPL Financial LLC | 6,337 | 456K | — | +0.0% | 15Q | SEC ↗ |
| 8 | MORGAN STANLEY | 3,807 | 274K | -2,988 | -44.0% | 55Q | SEC ↗ |
| 9 | Belpointe Asset Management LLC | 3,317 | 238K | +77 | +2.4% | 2Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 2,810 | 202K | -47 | -1.6% | 26Q | SEC ↗ |
| 11 | Noble Wealth Management PBC NEW | 2,000 | 144K | — | +0.0% | 1Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,000 | 72K | — | +0.0% | 1Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. | 387 | 28K | -114 | -22.8% | 17Q | SEC ↗ |
| 14 | UBS Group AG | 113 | 8K | -28 | -19.9% | 2Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CIBC WORLD MARKET INC. | 9,869 | 710K |
| CITY HOLDING CO | 8,900 | 640K |
| Aurora Private Wealth, Inc. | 6,339 | 456K |
| Noble Wealth Management PBC | 2,000 | 144K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,000 | 72K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +6,775 | +28.9% | 30,215 |
| Belpointe Asset Management LLC | +77 | +2.4% | 3,317 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -12,864 | -60.8% | 8,309 |
| MORGAN STANLEY | -2,988 | -44.0% | 3,807 |
| HARBOUR INVESTMENTS, INC. | -114 | -22.8% | 387 |
| OSAIC HOLDINGS, INC. | -47 | -1.6% | 2,810 |
| UBS Group AG | -28 | -19.9% | 113 |
| Crusonia Wealth Advisors LLC | -1 | -0.0% | 39,439 |