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First Trust Emerging Markets AlphaDEX Fund

109 hedge funds and large institutions have $449M invested in First Trust Emerging Markets AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $419M → $449M (+$29.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 63.25%63.23% (-0.01%)

1% less funds holding

Funds holding: 110109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
55
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$625K -$15.2K -623 -2%
LWAC
52
Laurel Wealth Advisors (California)
California
$620K -$5.26K -216 -0.9%
LI
53
LVZ Inc
Michigan
$620K +$92.6K +3,804 +18%
First Trust Advisors
54
First Trust Advisors
Illinois
$606K -$13.3K -548 -2%
RFWA
55
RPg Family Wealth Advisory
Massachusetts
$568K -$14.6K -598 -3%
APA
56
American Portfolios Advisors
New York
$538K +$441K +18,117 +564%
CAM
57
Cozad Asset Management
Illinois
$532K +$4.87K +200 +1%
IWM
58
IHT Wealth Management
Illinois
$478K +$223K +9,144 +93%
SCA
59
Snowden Capital Advisors
New York
$473K +$194K +7,956 +74%
CA
60
Claro Advisors
Massachusetts
$463K +$4.55K +187 +1%
Citigroup
61
Citigroup
New York
$450K -$21.4K -880 -5%
HCIA
62
Hochman Cole Investment Advisors
Illinois
$440K -$55.8K -2,293 -12%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$437K +$372K +15,281 +737%
ZIG
64
Zurich Insurance Group
Switzerland
$429K +$299K +12,300 +255%
AWA
65
Acorn Wealth Advisors
Michigan
$406K -$3.36K -138 -0.8%
SPC
66
Sigma Planning Corp
Michigan
$404K +$8.81K +362 +2%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$397K -$55.6K -2,285 -13%
OC
68
Oppenheimer & Co
New York
$385K +$7.81K +321 +2%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$374K +$312K +12,831 +632%
CWA
70
Clarus Wealth Advisors
Arizona
$371K +$154K +6,314 +75%
SS
71
Simplicity Solutions
Minnesota
$368K -$222K -9,125 -38%
QCIG
72
Quad-Cities Investment Group
Iowa
$365K +$56K +2,300 +19%
WPSG
73
Wealth & Pension Services Group
Georgia
$351K +$23.7K +975 +8%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$274K +$47.7K +1,960 +22%
BRWA
75
B. Riley Wealth Advisors
Florida
$265K -$44.8K -1,840 -15%

FEM Hedge Fund Activity: Q2 2019 in Review

109 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2019, worth a combined $449M — up 7% from $419M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEM positions and 13 closed out — a net gain of 2 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.3M. The largest seller was Wells Fargo, cutting an estimated $10.7M.

  • 109 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2019, down from 110 in Q1 2019.
  • Funds reported $449M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2019, up 7% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2019 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2019 was Wells Fargo, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2019.