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First Trust Emerging Markets AlphaDEX Fund

116 hedge funds and large institutions have $335M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $314M → $335M (+$20.9M)

5% more funds holding

Funds holding: 111116 (+5)

0.21% more ownership

Funds ownership: 74.85%75.05% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
52
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.5M -$1.15M -47,667 -43%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$189K -7,869 -12%
PFS
28
Prospera Financial Services
Texas
$1.39M +$1.39M +57,866 New
PS
29
Principal Securities
Iowa
$1.32M +$13K +540 +1%
AI
30
Atria Investments
North Carolina
$1.31M +$73.8K +3,070 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.25M +$18.4K +767 +1%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.25M -$8.82K -367 -0.7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.24M -$20.3K -846 -2%
SAM
34
SignalPoint Asset Management
Missouri
$1.2M +$238K +9,922 +25%
SPIA
35
Steward Partners Investment Advisory
New York
$1.05M +$9.85K +410 +0.9%
SCM
36
Sebold Capital Management
Illinois
$1.05M -$74.6K -3,104 -7%
KAS
37
Kestra Advisory Services
Texas
$1.01M -$18.3K -763 -2%
IA
38
IFP Advisors
Florida
$1M +$73K +3,039 +8%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$983K -$2.74K -114 -0.3%
Stifel Financial
40
Stifel Financial
Missouri
$981K +$673 +28 +0.1%
CPIG
41
Chicago Partners Investment Group
Illinois
$931K +$673 +28 +0.1%
Comerica Bank
42
Comerica Bank
Texas
$893K +$16.5K +685 +2%
SCA
43
Snowden Capital Advisors
New York
$891K -$75K -3,121 -8%
PAS
44
Park Avenue Securities
New York
$831K +$42K +1,749 +5%
AWS
45
Atria Wealth Solutions
New York
$813K +$232K +9,670 +40%
BCI
46
Brinker Capital Investments
Pennsylvania
$746K +$152K +6,313 +25%
OPS
47
Orion Portfolio Solutions
Nebraska
$746K +$152K +6,313 +25%
AWM
48
Aprio Wealth Management
Georgia
$745K
OC
49
Oppenheimer & Co
New York
$729K -$13.6K -564 -2%
GWP
50
Gateway Wealth Partners
Wisconsin
$726K +$34.5K +1,437 +5%

FEM Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2024, worth a combined $335M — up 6.7% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $3.23M sold.

  • 116 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $335M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2024 was Private Advisor Group, an estimated $3.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2024 was WealthPLAN Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.