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First Trust Emerging Markets AlphaDEX Fund

99 hedge funds and large institutions have $290M invested in First Trust Emerging Markets AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$1.2M -$377K -17,772 -24%
SCA
27
Snowden Capital Advisors
New York
$1.15M +$21.4K +1,010 +2%
CAN
28
Cetera Advisor Networks
California
$1.12M -$24.1K -1,139 -2%
KPWS
29
Kestra Private Wealth Services
Texas
$1.12M -$19.8K -935 -2%
AWM
30
AE Wealth Management
Kansas
$1.11M +$143K +6,729 +15%
KAS
31
Kestra Advisory Services
Texas
$1.09M -$420K -19,805 -28%
CAS
32
Coppell Advisory Solutions
Texas
$1.06M +$317K +14,896 +43%
CASC
33
Coppell Advisory Solutions Corp
Texas
$1.06M +$317K +14,896 +43%
SPIA
34
Steward Partners Investment Advisory
New York
$941K +$2.16K +102 +0.2%
AWM
35
Aprio Wealth Management
Georgia
$925K -$3.88K -183 -0.4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$907K +$22.8K +1,075 +3%
SAM
37
SignalPoint Asset Management
Missouri
$898K -$1.72K -81 -0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$824K +$8.14K +384 +1%
IA
39
IFG Advisory
Georgia
$780K +$780K +36,815 New
PAG
40
Private Advisor Group
New Jersey
$774K +$774K +36,491 New
DADC
41
D.A. Davidson & Co
Montana
$752K +$49.2K +2,321 +7%
IWM
42
Iams Wealth Management
Nebraska
$685K +$17.7K +831 +3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$676K -$29.2K -1,375 -4%
IA
44
IFP Advisors
Florida
$660K -$626K -22,322 -49%
OC
45
Oppenheimer & Co
New York
$615K +$615K +29,007 New
HighTower Advisors
46
HighTower Advisors
Illinois
$586K -$109K -5,118 -16%
Stifel Financial
47
Stifel Financial
Missouri
$568K -$707K -33,356 -55%
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$562K -$151K -7,102 -21%
CBFP
49
Cedar Brook Financial Partners
Ohio
$534K +$1.87K +88 +0.4%
SPC
50
Sigma Planning Corp
Michigan
$527K -$14.8K -696 -3%