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First Trust Emerging Markets AlphaDEX Fund

109 hedge funds and large institutions have $449M invested in First Trust Emerging Markets AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $419M → $449M (+$29.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 63.25%63.23% (-0.01%)

1% less funds holding

Funds holding: 110109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
55
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$2.55M +$642K +26,363 +35%
GIA
27
Gladstone Institutional Advisory
Florida
$2.52M +$2.44M +100,096 New
CBFP
28
Cedar Brook Financial Partners
Ohio
$2.49M +$10.7K +440 +0.4%
AW
29
ACG Wealth
Georgia
$2.42M +$1.12M +45,986 +92%
CCA
30
Clearwater Capital Advisors
Illinois
$2M -$383K -15,748 -17%
EWM
31
Empirical Wealth Management
Washington
$1.64M +$516K +21,183 +48%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.61M +$238K +9,792 +18%
FEM
33
Fulcrum Equity Management
Texas
$1.55M +$1.62M +66,664 New
CAN
34
Cetera Advisor Networks
California
$1.44M +$327K +13,431 +31%
Citadel Advisors
35
Citadel Advisors
Florida
$1.41M +$1.36M +55,806 New
HighTower Advisors
36
HighTower Advisors
Illinois
$1.35M -$242K -9,935 -16%
SPIA
37
Steward Partners Investment Advisory
New York
$1.3M -$268 -11 -0%
US Bancorp
38
US Bancorp
Minnesota
$1.25M +$39.5K +1,622 +3%
SAM
39
SignalPoint Asset Management
Missouri
$1.24M +$657 +27 +0.1%
FWM
40
Frontier Wealth Management
Missouri
$1.08M -$146 -6 -0%
CPIG
41
Chicago Partners Investment Group
Illinois
$1.08M +$21.8K +894 +2%
KFGK
42
Keystone Financial Group (Kentucky)
Kentucky
$1.04M +$112K +4,598 +13%
FAAS
43
First Allied Advisory Services
California
$1.02M +$159K +6,519 +19%
CP
44
Camelot Portfolios
Ohio
$935K +$176K +7,223 +24%
RG
45
Rathbones Group
United Kingdom
$845K +$14K +574 +2%
OIA
46
OneDigital Investment Advisors
Kansas
$772K +$73K +3,000 +11%
CS
47
Comerica Securities
Michigan
$654K -$114K -4,698 -15%
CWM
48
Cornerstone Wealth Management
Missouri
$648K -$52.8K -2,168 -8%
MIAN
49
Mariner Independent Advisor Network
Kansas
$645K +$343K +14,088 +125%
FIM
50
Freedom Investment Management
Connecticut
$630K -$33.6K -1,380 -5%

FEM Hedge Fund Activity: Q2 2019 in Review

109 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2019, worth a combined $449M — up 7% from $419M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEM positions and 13 closed out — a net gain of 2 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.3M. The largest seller was Wells Fargo, cutting an estimated $10.7M.

  • 109 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2019, down from 110 in Q1 2019.
  • Funds reported $449M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2019, up 7% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2019 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2019 was Wells Fargo, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2019.