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First Trust Emerging Markets AlphaDEX Fund

107 hedge funds and large institutions have $252M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 63.07%63.53% (+0.47%)

4% less funds holding

Funds holding: 111107 (-4)

8% less capital invested

Capital invested by funds: $274M → $252M (-$22.5M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Rathbones Group
United Kingdom
$550K -$5.33K -207 -0.9%
HighTower Advisors
52
HighTower Advisors
Illinois
$540K +$318K +12,335 +136%
CA
53
Claro Advisors
Massachusetts
$533K
SWM
54
Spire Wealth Management
Virginia
$526K +$192K +7,468 +55%
AFP
55
Ausdal Financial Partners
Iowa
$510K +$263K +10,193 +101%
CWA
56
Clarus Wealth Advisors
Arizona
$422K +$23.1K +898 +6%
PA
57
Pinnacle Associates
New York
$403K -$1.55K -60 -0.4%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$369K -$25.8K -1,000 -6%
IA
59
IFG Advisory
Georgia
$356K -$129 -5 -0%
E
60
ETFidea
New York
$354K
Baird Financial Group
61
Baird Financial Group
Wisconsin
$331K -$1.06M -41,165 -76%
SCFS
62
S.C. Financial Services
Arizona
$325K +$2.32K +90 +0.7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$325K +$68.4K +2,655 +26%
EW
64
Element Wealth
Mississippi
$320K -$7.86K -305 -2%
CCA
65
Clearwater Capital Advisors
Illinois
$315K
SCA
66
Snowden Capital Advisors
New York
$308K -$51.8K -2,009 -14%
CS
67
Comerica Securities
Michigan
$298K -$351K -13,629 -53%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$290K +$297K +11,537 New
CRI
69
Colonial River Investments
Virginia
$263K -$25.6K -995 -9%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$261K
AWA
71
Acorn Wealth Advisors
Michigan
$250K +$4.22K +164 +2%
FTUS
72
Flow Traders U.S.
New York
$248K -$697K -27,050 -73%
MA
73
Mutual Advisors
Nebraska
$246K -$504K -19,552 -67%
FWM
74
Frontier Wealth Management
Missouri
$228K -$48.4K -1,878 -17%
MIH
75
Meitav Investment House
Israel
$221K

FEM Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2022, worth a combined $252M — down 8.2% from $274M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FEM and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was LPL Financial, adding an estimated $5.26M. The largest seller was Jane Street, cutting an estimated $11.1M.

  • 107 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2022, down from 111 in Q4 2021.
  • Funds reported $252M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2022 was LPL Financial, an estimated $5.26M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2022 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2022.