First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) Institutional Ownership

$42.23
+0.07 (+0.17%)
(As of 05/8/2024 05:26 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (NASDAQ:FDTS)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.09M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$71.52K
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FDTS Institutional Buying and Selling by Quarter

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/2/2024Atria Wealth Solutions Inc.49,383$2.00M0.0%-2.9%24.692%
1/16/2024Wealthsource Partners LLC44,793$1.81M0.1%-0.6%22.397%
11/8/2023Atria Wealth Solutions Inc.50,881$1.95M0.0%+8.2%25.441%
8/3/2023Atria Wealth Solutions Inc.47,023$1.80M0.0%+108.7%23.512%
3/6/2023OLD Mission Capital LLC2,808$105K0.0%N/A1.404%
2/13/2023Atria Wealth Solutions Inc.22,529$846K0.0%+9.1%11.265%
2/10/2023Wealthsource Partners LLC43,090$1.62M0.1%+6.9%21.545%
2/8/2023Belpointe Asset Management LLC1,066$40K0.0%N/A0.533%
2/7/2023LPL Financial LLC13,851$520K0.0%N/A6.926%
8/11/2022Wealthsource Partners LLC40,510$1.47M0.1%+1.5%20.255%
5/4/2022Commonwealth Equity Services LLC15,707$690K0.0%+15.6%6.283%
2/19/2022Wealthsource Partners LLC39,903$1.82M0.1%-5.4%13.301%
2/7/2022 Concourse Financial Group Securities Inc.819$37K0.0%-36.3%0.273%
1/31/2022Commonwealth Equity Services LLC13,586$621K0.0%+43.8%4.529%
11/18/2021Wealthsource Partners LLC42,191$1.98M0.2%+26.5%14.064%
10/29/2021Commonwealth Equity Services LLC9,445$443K0.0%+100.1%3.778%
8/16/2021Frontier Wealth Management LLC12,667$601K0.0%-3.4%6.334%
8/11/2021Commonwealth Equity Services LLC4,719$223K0.0%N/A2.360%
8/2/2021Advisor Group Holdings Inc.6,173$294K0.0%+73.4%3.087%
5/18/2021Morgan Stanley53,776$2.44M0.0%+779.1%26.888%
5/18/2021Frontier Wealth Management LLC13,115$595K0.0%-65.1%6.558%
5/18/2021Jane Street Group LLC24,663$1.12M0.0%-8.5%12.332%
5/17/2021Royal Bank of Canada716$32K0.0%-94.1%0.358%
5/14/2021Stifel Financial Corp6,875$312K0.0%-9.5%3.438%
5/12/2021UBS Group AG884$40K0.0%-53.6%0.442%
2/17/2021Jane Street Group LLC26,967$1.15M0.0%+42.4%13.484%
2/12/2021LPL Financial LLC10,556$449K0.0%+3.9%5.278%
2/12/2021Credit Suisse AG18,814$799K0.0%+23.3%9.407%
11/17/2020Jane Street Group LLC18,944$692K0.0%+44.7%9.472%
11/9/2020LPL Financial LLC10,156$371K0.0%+3.6%5.078%
8/17/2020Jane Street Group LLC13,089$425K0.0%+31.8%6.545%
8/14/2020Bank of America Corp DE2,111$69K0.0%-52.3%1.056%
8/14/2020Stifel Financial Corp8,194$267K0.0%-48.8%4.097%
8/14/2020Advisor Group Holdings Inc.5,001$163K0.0%-5.9%2.501%
7/31/2020UBS Group AG1,683$55K0.0%-19.2%0.842%
5/18/2020Advisor Group Holdings Inc.5,312$139K0.0%N/A2.656%
5/15/2020Jane Street Group LLC9,931$257K0.0%-51.5%4.966%
5/8/2020Frontier Wealth Management LLC42,190$1.11M0.2%-10.3%21.095%
5/1/2020UBS Group AG2,084$54K0.0%-21.8%1.042%
(Data available from 1/1/2016 forward)

FDTS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDTS shares?

During the previous two years, the following institutional investors and hedge funds held shares of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund shares: Atria Wealth Solutions Inc. ($2.00M), Wealthsource Partners LLC ($1.81M), LPL Financial LLC ($520K), and OLD Mission Capital LLC ($105K), Belpointe Asset Management LLC ($40K).Learn more on FDTS's institutional investors.

Which institutional investors have been buying First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock?

The following institutional investors have purchased First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock in the last 24 months: Atria Wealth Solutions Inc. ($30.23K), LPL Financial LLC ($13.85K), Wealthsource Partners LLC ($3.35K), OLD Mission Capital LLC ($2.81K), and Belpointe Asset Management LLC ($1.07K).

How much institutional buying is happening at First Trust Developed Markets ex-US Small Cap AlphaDEX Fund?

Institutional investors have bought a total of 51,302 shares in the last 24 months. This purchase volume represents approximately $2.81M in transactions.

Which First Trust Developed Markets ex-US Small Cap AlphaDEX Fund major shareholders have been selling company stock?

The following institutional investors have sold First Trust Developed Markets ex-US Small Cap AlphaDEX Fund stock in the last 24 months: Atria Wealth Solutions Inc. ($1.50K), and Wealthsource Partners LLC ($271.00).

How much institutional selling is happening at First Trust Developed Markets ex-US Small Cap AlphaDEX Fund?

Institutional investors have sold a total of 1,769 shares in the last 24 months. This volume of shares sold represents approximately $71.52K in transactions.


This page (NASDAQ:FDTS) was last updated on 5/9/2024 by MarketBeat.com Staff

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