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First Trust Emerging Markets AlphaDEX Fund

139 hedge funds and large institutions have $547M invested in First Trust Emerging Markets AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

49% more capital invested

Capital invested by funds: $368M → $547M (+$179M)

20% more funds holding

Funds holding: 116139 (+23)

10.85% more ownership

Funds ownership: 76.84%87.69% (+11%)

Holders
139
Holders Change
+23
Holders Change %
+19.83%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
66
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$1.13M -$20K -672 -2%
PEWA
52
Pacific Excel Wealth Advisors
California
$1.06M +$606K +20,348 +137%
IWM
53
Iams Wealth Management
Nebraska
$1.02M +$277K +9,283 +38%
QCM
54
Quantinno Capital Management
New York
$1.01M +$228K +7,655 +29%
DADC
55
D.A. Davidson & Co
Montana
$1M +$13.6K +458 +1%
FFA
56
Farther Finance Advisors
California
$996K -$64.4K -2,160 -6%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$937K +$932K +31,283 New
AWM
58
Aprio Wealth Management
Georgia
$931K +$298 +10 +0%
CWA
59
Crusonia Wealth Advisors
Colorado
$840K +$417 +14 +0%
MML Investors Services
60
MML Investors Services
Massachusetts
$745K -$28.5K -956 -4%
FFN
61
Focus Financial Network
Minnesota
$733K +$729K +24,469 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$730K +$55.7K +1,869 +8%
HAS
63
HBW Advisory Services
California
$701K +$14.9K +499 +2%
MOS
64
MGO One Seven
Ohio
$678K +$379K +12,713 +128%
Goldman Sachs
65
Goldman Sachs
New York
$673K
NW
66
NewEdge Wealth
Pennsylvania
$655K +$149 +5 +0%
Truist Financial
67
Truist Financial
North Carolina
$587K +$584K +19,588 New
RIS
68
Richmond Investment Services
Wisconsin
$586K -$60.4K -2,027 -9%
FAM
69
Formidable Asset Management
Ohio
$530K +$89 +3 +0%
RA
70
RFG Advisory
Alabama
$498K +$155K +5,200 +46%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$498K +$177K +5,939 +56%
PVI
72
Pine Valley Investments
New Jersey
$433K +$21.1K +707 +5%
HSWS
73
Higgins & Schmidt Wealth Strategies
Colorado
$431K
TWM
74
Trueblood Wealth Management
Ohio
$429K +$13.7K +461 +3%
EH
75
Equitable Holdings
New York
$420K +$136K +4,567 +42%