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First Trust Emerging Markets AlphaDEX Fund

107 hedge funds and large institutions have $252M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 63.07%63.53% (+0.47%)

4% less funds holding

Funds holding: 111107 (-4)

8% less capital invested

Capital invested by funds: $274M → $252M (-$22.5M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$1.46M +$176K +6,822 +12%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.36M -$758K -29,421 -35%
KPWS
28
Kestra Private Wealth Services
Texas
$1.31M -$451K -17,516 -25%
WP
29
WealthPLAN Partners
Nebraska
$1.31M +$117K +4,559 +9%
WIM
30
WealthPlan Investment Management
Nebraska
$1.31M +$1.42M +55,040 New
MCC
31
Money Concepts Capital
Florida
$1.31M +$1.34M +51,981 New
DADC
32
D.A. Davidson & Co
Montana
$1.27M +$5.9K +229 +0.5%
Stifel Financial
33
Stifel Financial
Missouri
$1.26M -$1.11M -43,046 -46%
SG
34
StoneX Group
New York
$1.19M -$175K -6,799 -13%
AWM
35
Aprio Wealth Management
Georgia
$1.19M -$153K -5,951 -11%
SPIA
36
Steward Partners Investment Advisory
New York
$1.19M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$970K -$13.8K -534 -1%
SPC
38
Sigma Planning Corp
Michigan
$954K +$64.3K +2,497 +7%
DAS
39
Dynamic Advisor Solutions
Arizona
$916K +$212K +8,234 +29%
CAN
40
Cetera Advisor Networks
California
$860K -$291K -11,283 -25%
CBFP
41
Cedar Brook Financial Partners
Ohio
$818K +$3.5K +136 +0.4%
First Trust Advisors
42
First Trust Advisors
Illinois
$783K -$72.4K -2,809 -8%
FPWM
43
FSB Premier Wealth Management
Iowa
$743K +$682K +26,480 +603%
EWM
44
EPG Wealth Management
Georgia
$691K +$18.4K +716 +3%
AWM
45
AE Wealth Management
Kansas
$641K -$147K -5,707 -18%
WP
46
WealthSource Partners
California
$601K +$366K +14,206 +147%
AFA
47
American Financial Advisors
Georgia
$569K -$28.8K -1,119 -5%
Jane Street
48
Jane Street
New York
$563K -$11.1M -429,790 -95%
TLFA
49
True Link Financial Advisors
California
$560K +$562K +21,808 +4,670%
CCM
50
Chiron Capital Management
Florida
$550K -$43.3K -1,679 -7%

FEM Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2022, worth a combined $252M — down 8.2% from $274M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FEM and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was LPL Financial, adding an estimated $5.26M. The largest seller was Jane Street, cutting an estimated $11.1M.

  • 107 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2022, down from 111 in Q4 2021.
  • Funds reported $252M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2022 was LPL Financial, an estimated $5.26M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2022 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2022.