First Trust Emerging Markets AlphaDEX Fund
FEM
100 hedge funds and large institutions have $398M invested in First Trust Emerging Markets AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
129% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more capital invested
Capital invested by funds: $278M → $398M (+$120M)
20% more funds holding
Funds holding: 83 → 100 (+17)
6.4% less ownership
Funds ownership: 65.97% → 59.56% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.9M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$12.6M |
| 5 |
Jane Street
New York
|
+$7.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$5.2M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.61M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$1.58M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$911K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$753K |
FEM Hedge Fund Activity: Q1 2018 in Review
100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2018, worth a combined $398M — up 43% from $278M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FEM positions and 3 closed out — a net gain of 18 holders — while 48 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.5M. The largest seller was Pinnacle Family Advisors, cutting an estimated $5.2M.
- 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2018, up from 83 in Q4 2017.
- Funds reported $398M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2018, up 43% quarter-over-quarter.
- 21 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2018 and 3 closed out, a net change of +18 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2018 was Morgan Stanley, an estimated $21.5M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2018 was Pinnacle Family Advisors, an estimated $5.2M sold.
Based on aggregated 13F filings for Q1 2018.