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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $296M invested in First Trust Emerging Markets AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

4% less capital invested

Capital invested by funds: $307M → $296M (-$11.1M)

1.04% less ownership

Funds ownership: 76.63%75.59% (-1%)

11% less funds holding

Funds holding: 112100 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
-12
Holders Change %
-10.71%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
42
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.38M -$602K -26,684 -31%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.25M -$329K -14,598 -21%
PS
28
Principal Securities
Iowa
$1.24M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.24M -$1.45M -64,358 -54%
BEI
30
Benjamin Edwards Inc
Missouri
$1.22M +$28.4K +1,259 +2%
IA
31
IFP Advisors
Florida
$1.08M +$58.4K +2,589 +6%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$45.8K -2,031 -4%
Stifel Financial
33
Stifel Financial
Missouri
$1M +$5.62K +249 +0.6%
SPIA
34
Steward Partners Investment Advisory
New York
$958K -$25.7K -1,138 -3%
GWP
35
Gateway Wealth Partners
Wisconsin
$946K +$171K +7,597 +22%
SCA
36
Snowden Capital Advisors
New York
$896K +$17.5K +774 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$891K +$34.7K +1,540 +4%
OFS
38
OneAscent Financial Services
Alabama
$885K +$43.4K +1,924 +5%
CPIG
39
Chicago Partners Investment Group
Illinois
$871K -$26.1K -1,157 -3%
KAS
40
Kestra Advisory Services
Texas
$868K -$78.6K -3,484 -8%
BCI
41
Brinker Capital Investments
Pennsylvania
$861K -$9.56K -424 -1%
OPS
42
Orion Portfolio Solutions
Nebraska
$861K -$9.56K -424 -1%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$845K -$72.1K -3,196 -8%
FFA
44
Farther Finance Advisors
California
$800K +$762K +33,778 +3,211%
RG
45
Rathbones Group
United Kingdom
$785K +$65.1K +2,888 +9%
DADC
46
D.A. Davidson & Co
Montana
$736K -$992 -44 -0.1%
AWM
47
Aprio Wealth Management
Georgia
$711K
First Trust Advisors
48
First Trust Advisors
Illinois
$676K -$13.3K -588 -2%
AWS
49
Atria Wealth Solutions
New York
$675K +$146K +6,490 +28%
IWC
50
Integrated Wealth Concepts
Massachusetts
$665K -$1.23M -54,561 -65%

FEM Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2025, worth a combined $296M — down 3.6% from $307M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FEM and 7 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 42 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $7.08M. The largest seller was Luken Investment Analytics, cutting an estimated $8.22M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $296M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 7 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2025 was State of Wisconsin Investment Board, an estimated $7.08M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2025 was Luken Investment Analytics, an estimated $8.22M sold.

Based on aggregated 13F filings for Q1 2025.