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First Trust Emerging Markets AlphaDEX Fund

94 hedge funds and large institutions have $182M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

0.48% more ownership

Funds ownership: 62.25%62.73% (+0.48%)

9% less funds holding

Funds holding: 10394 (-9)

13% less capital invested

Capital invested by funds: $208M → $182M (-$26.1M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
94
Holders Change
-9
Holders Change %
-8.74%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
41
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.17M +$48.9K +2,335 +4%
Stifel Financial
27
Stifel Financial
Missouri
$1.13M +$504K +24,043 +65%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.05M +$719K +34,313 +151%
KPWS
29
Kestra Private Wealth Services
Texas
$1.01M +$44.2K +2,108 +4%
IWC
30
Integrated Wealth Concepts
Massachusetts
$928K -$103K -4,925 -9%
SPIA
31
Steward Partners Investment Advisory
New York
$863K -$1.49K -71 -0.2%
SCA
32
Snowden Capital Advisors
New York
$858K +$710K +33,883 +270%
SAM
33
SignalPoint Asset Management
Missouri
$854K -$465K -22,191 -32%
AWM
34
Aprio Wealth Management
Georgia
$826K -$35.3K -1,685 -4%
AWM
35
AE Wealth Management
Kansas
$743K +$168K +8,028 +25%
SG
36
StoneX Group
New York
$732K -$18.2K -870 -2%
DADC
37
D.A. Davidson & Co
Montana
$732K -$213K -10,165 -20%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$710K -$186K -8,883 -19%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$686K -$6.25K -298 -0.8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$611K +$438K +20,892 +172%
HighTower Advisors
41
HighTower Advisors
Illinois
$595K +$74.5K +3,554 +12%
First Trust Advisors
42
First Trust Advisors
Illinois
$567K +$9.03K +431 +1%
CBFP
43
Cedar Brook Financial Partners
Ohio
$558K -$1.09K -52 -0.2%
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$551K -$2.03K -97 -0.4%
AWS
45
Atria Wealth Solutions
New York
$492K -$545K -25,983 -49%
EAM
46
Empirical Asset Management
Massachusetts
$486K +$214K +10,216 +64%
CAN
47
Cetera Advisor Networks
California
$454K +$72.7K +3,470 +16%
CA
48
Claro Advisors
Massachusetts
$449K
TLFA
49
True Link Financial Advisors
California
$412K
BFEC
50
Benjamin F. Edwards & Company
Missouri
$400K +$45.9K +2,189 +11%

FEM Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q3 2022, worth a combined $182M — down 13% from $208M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FEM and 5 opened new positions — a net loss of 9 holders — while 34 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $7.19M. The largest seller was Bank of America, cutting an estimated $3.57M.

  • 94 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q3 2022, down from 103 in Q2 2022.
  • Funds reported $182M of First Trust Emerging Markets AlphaDEX Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 5 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q3 2022 and 14 closed out, a net change of -9 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q3 2022 was Jane Street, an estimated $7.19M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q3 2022 was Bank of America, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2022.