Who owns FDTS?
Institutional ownership of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund from Form 13F, Q2 2026
14 institutional managers reported holding First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) in Form 13F filings for Q2 2026, with 121,843 shares worth $8.0M. The largest reported holder was Crusonia Wealth Advisors LLC. Managers that filed both quarters added a net 17,918 shares (+17.2%). 4 opened new positions and 0 sold out.
- Funds holding
- 14
- Value held
- $8.0M
- New / sold out
- 4 / 0
- Net shares, same filers
- +17.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FDTS
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Crusonia Wealth Advisors LLC | $2.6M | 32.4% | 39,439 | Unchanged |
| Citadel Advisors LLC | $2.0M | 24.8% | 30,215 | Added |
| CIBC World Market Inc. | $647K | 8.1% | 9,869 | New |
| City Holding Co | $583K | 7.3% | 8,900 | New |
| Jane Street Group, LLC | $545K | 6.8% | 8,309 | Trimmed |
| Aurora Private Wealth, Inc. | $416K | 5.2% | 6,339 | New |
| LPL Financial LLC | $415K | 5.2% | 6,337 | Unchanged |
| Morgan Stanley | $250K | 3.1% | 3,807 | Trimmed |
| Belpointe Asset Management LLC | $217K | 2.7% | 3,317 | Added |
| Osaic Holdings, Inc. | $184K | 2.3% | 2,810 | Trimmed |
| Noble Wealth Management PBC | $131K | 1.6% | 2,000 | New |
| Harbour Investments, Inc. | $25K | 0.3% | 387 | Trimmed |
| UBS Group AG | $7K | 0.1% | 113 | Trimmed |
| Wells Fargo & Company | $74 | 0.0% | 1 | Unchanged |
Share of 13F holdings is each fund's shares as a share of the 121,843 FDTS shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- CIBC World Market Inc. New+$647K
- City Holding Co New+$583K
- Citadel Advisors LLC Added+$444K
- Aurora Private Wealth, Inc. New+$416K
- Noble Wealth Management PBC New+$131K
- Belpointe Asset Management LLC Added+$5K
Biggest sellers in Q2 2026
- Jane Street Group, LLC Trimmed-$843K
- Morgan Stanley Trimmed-$196K
- Harbour Investments, Inc. Trimmed-$7K
- Osaic Holdings, Inc. Trimmed-$3K
- UBS Group AG Trimmed-$2K
- Crusonia Wealth Advisors LLC Unchanged-$66
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $2.2M and sold $1.1M; 2 added and 5 trimmed.
Questions about FDTS ownership
- Who owns FDTS stock?
- 14 institutional investment managers reported FDTS positions in their Form 13F filings for Q2 2026, holding 121,843 shares worth $8.0M in total. Crusonia Wealth Advisors LLC reported the largest position.
- Are funds buying or selling FDTS?
- In Q2 2026, 4 managers opened new FDTS positions, 2 added, 5 trimmed and 0 sold out. Managers that filed in both quarters added a net 17,918 shares.
- How current is this FDTS institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FDTS by CUSIP. Options are left out. FDTS news and filings · FDTS insider trades · Top funds