We are live on ! Find out more
FEM icon

First Trust Emerging Markets AlphaDEX Fund

118 hedge funds and large institutions have $313M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $287M → $313M (+$26.5M)

6% more funds holding

Funds holding: 111118 (+7)

2.19% less ownership

Funds ownership: 64.86%62.68% (-2.2%)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
52
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$563K +$20.8K +783 +4%
SCA
52
Snowden Capital Advisors
New York
$539K +$102K +3,848 +23%
DAS
53
Dynamic Advisor Solutions
Arizona
$537K +$44.3K +1,672 +9%
NFG
54
Next Financial Group
Texas
$537K +$395K +14,906 +274%
MML Investors Services
55
MML Investors Services
Massachusetts
$530K +$138K +5,206 +35%
CA
56
Claro Advisors
Massachusetts
$524K +$477 +18 +0.1%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$524K +$96K +3,621 +22%
HighTower Advisors
58
HighTower Advisors
Illinois
$498K +$71.9K +2,711 +17%
AWA
59
Arkadios Wealth Advisors
Georgia
$484K -$979K -36,914 -67%
HCIA
60
Hochman Cole Investment Advisors
Illinois
$477K +$479K +18,080 New
PFA
61
Pinnacle Family Advisors
Missouri
$473K +$78.6K +2,966 +20%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$471K -$5.3K -200 -1%
HWM
63
Holloway Wealth Management
Florida
$466K
FWM
64
Frontier Wealth Management
Missouri
$460K -$103K -3,874 -18%
SG
65
StoneX Group
New York
$460K +$85.5K +3,225 +23%
PA
66
Pinnacle Associates
New York
$459K -$25.1K -945 -5%
FTUS
67
Flow Traders U.S.
New York
$429K +$431K +16,254 New
LI
68
LVZ Inc
Michigan
$424K +$426K +16,053 New
CWA
69
Choice Wealth Advisors
Maine
$411K -$743K -28,004 -64%
IA
70
IFG Advisory
Georgia
$411K +$90.6K +3,416 +28%
CCA
71
Clearwater Capital Advisors
Illinois
$376K -$22.3K -841 -6%
CWA
72
Clarus Wealth Advisors
Arizona
$375K +$41.4K +1,562 +13%
EW
73
Element Wealth
Mississippi
$351K -$2.6K -98 -0.7%
FEM
74
Fulcrum Equity Management
Texas
$318K -$73.3K -2,766 -19%
CP
75
Camelot Portfolios
Ohio
$303K -$47K -1,772 -13%

FEM Hedge Fund Activity: Q1 2021 in Review

118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2021, worth a combined $313M — up 9.2% from $287M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FEM positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.99M. The largest seller was American Financial Advisors, cutting an estimated $19.6M.

  • 118 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $313M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 20 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2021 was Citadel Advisors, an estimated $8.99M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2021 was American Financial Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2021.