
First Trust Developed Markets ex-US AlphaDEX Fund is a publicly traded company on XASE. As of Q3 2025, 124 institutional investors hold shares in this company, with total holdings valued at $415.9M. MORGAN STANLEY is the largest holder with a position valued at $80.7M.
Overview of institutional ownership in FDT as of Q3 2025
Institutions with the largest positions in FDT as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $80.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $56.7M 0.02% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $31.6M 0.01% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $28.7M 0.01% of portfolio |
Cetera Investment Advisers RIA/Wealth | $19.7M 0.02% of portfolio |
UBS Group AG Institution | $17.0M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.8M 0.01% of portfolio |
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth | $12.8M 7.85% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $11.5M 0.02% of portfolio |
Kingsview Wealth Management, LLC RIA/Wealth | $10.8M 0.17% of portfolio |
Institutional buying and selling activity for FDT in Q3 2025
| Institution | Net Bought |
|---|---|
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth | +$12.8M +169.3K shares |
L LPL Financial LLC Institution | +$9.3M +123.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$7.3M +96.9K shares |
Cetera Investment Advisers RIA/Wealth | +$6.8M +89.6K shares |
A Advisor Group Holdings, Inc. Institution | +$5.0M +68.1K shares |
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | +$3.8M +50.5K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | +$3.4M +44.6K shares |
MORGAN STANLEY RIA/Wealth | +$3.3M +43.3K shares |
Synergy Financial Management, LLC RIA/Wealth | +$2.9M +38.9K shares |
G GTS SECURITIES LLC Institution | +$2.4M +32.1K shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.4M −64.0K shares |
Kingsview Wealth Management, LLC RIA/Wealth | −$747.1K −9.9K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | −$698.5K −10.2K shares |
Snowden Capital Advisors LLC RIA/Wealth | −$447.2K −5.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$443.0K −5.9K shares |
LVZ Advisors, Inc. RIA/Wealth | −$424.9K −5.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$362.0K −4.8K shares |
A ATRIA INVESTMENTS LLC Institution | −$295.3K −3.9K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$282.7K −3.8K shares |
Traction Financial Partners, LLC RIA/Wealth | −$278.7K −3.7K shares |
Institutions that initiated new positions or completely exited FDT in Q3 2025
| Institution | Position Value |
|---|---|
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth | $12.8M 169.3K shares |
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | $3.8M 50.5K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | $3.4M 44.6K shares |
A Allie Family Office LLC Family Office | $2.3M 30.0K shares |
O OneAscent Financial Services LLC RIA/Wealth | $2.0M 26.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $1.6M 20.8K shares |
Empirical Asset Management, LLC RIA/Wealth | $898.6K 11.9K shares |
P Private Advisory Group LLC RIA/Wealth | $529.5K 7.0K shares |
Equitable Holdings, Inc. Institution | $465.7K 6.2K shares |
Keystone Wealth Services, LLC RIA/Wealth | $261.1K 3.5K shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.4M 64.0K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | $698.5K 10.2K shares |
1776 Wealth LLC RIA/Wealth | $216.5K 3.1K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $18.0K 261.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $16.5K 240.0 shares |
Transce3nd, LLC RIA/Wealth | $9.9K 144.0 shares |
Spire Wealth Management RIA/Wealth | $1.3K 19.0 shares |
R Ronald Blue Trust, Inc. Institution | $1.2K 17.0 shares |
Institutions with the largest Call and Put options positions in FDT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FDT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth | 7.85% $12.8M |
Mainsail Financial Group, LLC RIA/Wealth | 2.62% $6.1M |
TPG Financial Advisors, LLC RIA/Wealth | 1.64% $4.4M |
A Allie Family Office LLC Family Office | 1.07% $2.3M |
Towerpoint Wealth, LLC RIA/Wealth | 0.96% $2.4M |
SFI Advisors, LLC RIA/Wealth | 0.79% $1.2M |
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | 0.59% $3.8M |
IAMS WEALTH MANAGEMENT, LLC RIA/Wealth | 0.58% $1.4M |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | 0.57% $1.7M |
Redhawk Wealth Advisors, Inc. RIA/Wealth | 0.40% $3.4M |
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