Who owns First Trust Developed Markets ex-US AlphaDEX Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDT from SEC Form 13F filings across 203 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 203 institutions disclosed 9.8M shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $925.5M — about 101.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
203
13F holders
$925.5M
value, 2026 filers
101.4%
of shares outstanding (9.8M sh)
40
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.9M | $178.3M | 0.0% | 19.5% | +49.0% |
| 2 | LPL Financial LLC | 989,346 | $93.7M | 0.0% | 10.2% | +14.5% |
| 3 | WELLS FARGO & COMPANY/MN | 703,298 | $66.6M | 0.0% | 7.3% | -21.9% |
| 4 | UBS Group AG | 487,833 | $46.2M | 0.0% | 5% | -24.0% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 393,613 | $37.3M | 0.0% | 4.1% | +13.0% |
| 6 | Cetera Investment Advisers | 358,256 | $33.9M | 0.0% | 3.7% | +26.4% |
| 7 | &PARTNERS | 290,817 | $26.7M | 0.1% | 3% | +2435.5% |
| 8 | Janney Montgomery Scott LLC | 269,443 | $25.5M | 0.0% | 2.8% | +5.1% |
| 9 | RAYMOND JAMES FINANCIAL INC | 241,768 | $22.9M | 0.0% | 2.5% | -8.7% |
| 10 | SAGE PRIVATE WEALTH GROUP, LLC | 239,001 | $22.6M | 10.2% | 2.5% | +10.7% |
| 11 | FIRST TRUST ADVISORS LP | 235,545 | $22.3M | 0.0% | 2.4% | -8.8% |
| 12 | ROYAL BANK OF CANADA | 229,938 | $21.8M | 0.0% | 2.4% | -3.4% |
| 13 | SMI Advisory Services, LLC | 208,908 | $19.7M | 3.2% | 2.2% | +2.4% |
| 14 | Cambridge Investment Research Advisors, Inc. | 174,011 | $16.5M | 0.0% | 1.8% | +81.9% |
| 15 | OSAIC HOLDINGS, INC. | 170,519 | $16.1M | 0.0% | 1.8% | +30.2% |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 150,233 | $14.2M | 0.3% | 1.6% | +20.0% |
| 17 | STIFEL FINANCIAL CORP | 147,520 | $14.0M | 0.0% | 1.5% | +9.3% |
| 18 | TRUIST FINANCIAL CORP | 126,821 | $12.0M | 0.0% | 1.3% | +76.7% |
| 19 | ASSETMARK, INC | 125,816 | $11.9M | 0.0% | 1.3% | +6.5% |
| 20 | Kingsview Wealth Management, LLC | 105,456 | $10.0M | 0.1% | 1.1% | +29.6% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105,338 | $10.0M | 0.0% | 1.1% | +150.2% |
| 22 | BENJAMIN EDWARDS INC | 100,556 | $9.5M | 0.1% | 1% | -10.5% |
| 23 | Mainsail Financial Group, LLC | 94,010 | $8.9M | 3.0% | 1% | +15.9% |
| 24 | MML INVESTORS SERVICES, LLC | 75,893 | $7.2M | 0.0% | 0.8% | +262.5% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 69,767 | $6.6M | 0.0% | 0.7% | +86.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.