Who owns FDTS?
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · First Trust
14 institutions reported holding FDTS, worth $8.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDTS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Crusonia Wealth Advisors LLC | Denver, CO | $2.6M | 39,439 | −1 shares |
| Citadel Advisors LLC | Miami, FL | $2.0M | 30,215 | +6,775 shares |
| CIBC World Market Inc. | Toronto, Ontario, Canada | $647K | 9,869 | New position |
| City Holding Co | Charleston, WV | $583K | 8,900 | New position |
| Jane Street Group, LLC | New York, NY | $545K | 8,309 | −12,864 shares |
| Aurora Private Wealth, Inc. | Rockaway, NJ | $416K | 6,339 | New position |
| LPL Financial LLC | Fort Mill, SC | $415K | 6,337 | No change |
| Morgan Stanley | New York, NY | $250K | 3,807 | −2,988 shares |
| Belpointe Asset Management LLC | Reno, NV | $217K | 3,317 | +77 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $184K | 2,810 | −47 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDTS?
14 institutional managers reported holding FDTS in Form 13F filings for June 30, 2026, worth $8.0M in total. The largest reported position was held by Crusonia Wealth Advisors LLC, at $2.6M.
Did institutions buy or sell FDTS last quarter?
Reported 13F value rose 18.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDTS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.