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First Trust Emerging Markets AlphaDEX Fund

111 hedge funds and large institutions have $274M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4.56% more ownership

Funds ownership: 58.51%63.07% (+4.6%)

4% more funds holding

Funds holding: 107111 (+4)

5% less capital invested

Capital invested by funds: $289M → $274M (-$15.2M)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.65M +$100K +3,834 +6%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.51M +$251K +9,600 +20%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.42M -$3.72M -142,512 -72%
SG
29
StoneX Group
New York
$1.41M +$21.5K +825 +2%
AWM
30
Aprio Wealth Management
Georgia
$1.39M +$78.3K +3,000 +6%
DADC
31
D.A. Davidson & Co
Montana
$1.31M +$24.1K +922 +2%
WP
32
WealthPLAN Partners
Nebraska
$1.31M +$601K +23,019 +84%
SPIA
33
Steward Partners Investment Advisory
New York
$1.24M +$2.64K +101 +0.2%
IA
34
IFP Advisors
Florida
$1.23M -$373K -14,289 -23%
CAN
35
Cetera Advisor Networks
California
$1.19M -$14.8K -567 -1%
CFGS
36
Concourse Financial Group Securities
Alabama
$1.04M -$50.4K -1,929 -5%
SAM
37
SignalPoint Asset Management
Missouri
$1.02M -$113K -4,326 -10%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.02M -$436K -16,715 -30%
FTUS
39
Flow Traders U.S.
New York
$963K +$638K +24,432 +196%
SPC
40
Sigma Planning Corp
Michigan
$925K -$784K -30,030 -46%
First Trust Advisors
41
First Trust Advisors
Illinois
$886K +$82.5K +3,160 +10%
CBFP
42
Cedar Brook Financial Partners
Ohio
$846K -$118K -4,520 -12%
AWM
43
AE Wealth Management
Kansas
$814K +$486K +18,607 +148%
MA
44
Mutual Advisors
Nebraska
$766K -$32.4K -1,243 -4%
DAS
45
Dynamic Advisor Solutions
Arizona
$735K -$17.5K -672 -2%
EWM
46
EPG Wealth Management
Georgia
$698K -$43.6K -1,671 -6%
CS
47
Comerica Securities
Michigan
$665K +$3.89K +149 +0.6%
NFG
48
Next Financial Group
Texas
$644K +$65.7K +2,515 +11%
AFA
49
American Financial Advisors
Georgia
$619K -$207K -7,928 -25%
CCM
50
Chiron Capital Management
Florida
$615K -$3.6K -138 -0.6%

FEM Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2021, worth a combined $274M — down 5.2% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 12 closed out — a net gain of 5 holders — while 39 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Wells Fargo, cutting an estimated $7.52M.

  • 111 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $274M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2021 and 12 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $8.42M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2021.