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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $258M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

42% more capital invested

Capital invested by funds: $182M → $258M (+$76.5M)

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

6.67% more ownership

Funds ownership: 62.73%69.41% (+6.7%)

6% more funds holding

Funds holding: 94100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$1.39M +$1.31M +65,219 New
WIM
27
WealthPlan Investment Management
Nebraska
$1.38M +$32.7K +1,632 +3%
IA
28
IFP Advisors
Florida
$1.34M -$459K -22,948 -33%
Stifel Financial
29
Stifel Financial
Missouri
$1.27M -$14.9K -745 -1%
CAN
30
Cetera Advisor Networks
California
$1.13M +$589K +29,419 +120%
KPWS
31
Kestra Private Wealth Services
Texas
$1.13M -$16.3K -816 -2%
SCA
32
Snowden Capital Advisors
New York
$1.12M +$139K +6,950 +15%
AWM
33
AE Wealth Management
Kansas
$957K +$106K +5,315 +13%
SPIA
34
Steward Partners Investment Advisory
New York
$931K -$47.9K -2,392 -5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$927K -$659K -32,890 -43%
AWM
36
Aprio Wealth Management
Georgia
$921K -$17.6K -879 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$917K -$1.56M -77,676 -64%
SAM
38
SignalPoint Asset Management
Missouri
$893K -$75.5K -3,769 -8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$877K -$170K -8,489 -17%
MCC
40
Money Concepts Capital
Florida
$850K +$716K +35,766 +772%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$810K +$1.94K +97 +0.3%
SG
42
StoneX Group
New York
$784K -$46.2K -2,309 -6%
CAS
43
Coppell Advisory Solutions
Texas
$737K +$701K +35,026 New
CASC
44
Coppell Advisory Solutions Corp
Texas
$737K +$701K +35,026 New
RFWA
45
RPg Family Wealth Advisory
Massachusetts
$707K +$150K +7,482 +29%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$699K -$77.1K -3,849 -10%
DADC
47
D.A. Davidson & Co
Montana
$697K -$129K -6,451 -16%
HighTower Advisors
48
HighTower Advisors
Illinois
$689K +$8.67K +433 +1%
IWM
49
Iams Wealth Management
Nebraska
$659K +$628K +31,355 New
EAM
50
Empirical Asset Management
Massachusetts
$549K -$3.96K -198 -0.8%

FEM Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2022, worth a combined $258M — up 42% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FEM positions and 12 closed out — a net gain of 7 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $24M. The largest seller was Bank of America, cutting an estimated $8.94M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $258M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2022, up 42% quarter-over-quarter.
  • 19 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $24M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2022 was Bank of America, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2022.