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First Trust Emerging Markets AlphaDEX Fund

111 hedge funds and large institutions have $274M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4.56% more ownership

Funds ownership: 58.51%63.07% (+4.6%)

4% more funds holding

Funds holding: 107111 (+4)

5% less capital invested

Capital invested by funds: $289M → $274M (-$15.2M)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Rathbones Group
United Kingdom
$577K +$84.2K +3,225 +17%
CA
52
Claro Advisors
Massachusetts
$533K +$2.79K +107 +0.5%
HI
53
Harbour Investments
Wisconsin
$443K -$346K -13,261 -44%
CWA
54
Clarus Wealth Advisors
Arizona
$427K +$48.8K +1,871 +13%
PA
55
Pinnacle Associates
New York
$420K
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$409K -$20.4K -780 -5%
AFM
57
Andesa Financial Management
Pennsylvania
$387K -$96.8K -3,707 -20%
OMC
58
Old Mission Capital
Illinois
$384K -$3.79M -145,374 -91%
SCA
59
Snowden Capital Advisors
New York
$372K -$17.4K -668 -4%
IA
60
IFG Advisory
Georgia
$370K -$5.53K -212 -1%
E
61
ETFidea
New York
$367K +$368K +14,080 New
SWM
62
Spire Wealth Management
Virginia
$351K -$75.6K -2,896 -18%
SCFS
63
S.C. Financial Services
Arizona
$344K +$335K +12,837 New
EW
64
Element Wealth
Mississippi
$340K -$4.8K -184 -1%
CCA
65
Clearwater Capital Advisors
Illinois
$327K -$45K -1,723 -12%
CRI
66
Colonial River Investments
Virginia
$299K +$299K +11,441 New
FWM
67
Frontier Wealth Management
Missouri
$285K
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$271K -$266K -10,201 -50%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$268K -$1.46M -55,974 -85%
AFP
70
Ausdal Financial Partners
Iowa
$263K +$33.5K +1,282 +15%
AWA
71
Acorn Wealth Advisors
Michigan
$255K +$57.6K +2,208 +29%
WP
72
WealthSource Partners
California
$253K +$22.8K +875 +10%
Truist Financial
73
Truist Financial
North Carolina
$249K -$27.3K -1,047 -10%
MCM
74
MAI Capital Management
Ohio
$240K +$240K +9,201 New
HighTower Advisors
75
HighTower Advisors
Illinois
$238K -$120K -4,588 -34%

FEM Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2021, worth a combined $274M — down 5.2% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 12 closed out — a net gain of 5 holders — while 39 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Wells Fargo, cutting an estimated $7.52M.

  • 111 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $274M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2021 and 12 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $8.42M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2021.