We are live on ! Find out more
FEM icon

First Trust Emerging Markets AlphaDEX Fund

103 hedge funds and large institutions have $208M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% less ownership

Funds ownership: 63.53%62.25% (-1.3%)

4% less funds holding

Funds holding: 107103 (-4)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

17% less capital invested

Capital invested by funds: $252M → $208M (-$44M)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Clarus Wealth Advisors
Arizona
$367K +$25.4K +1,074 +6%
OMC
52
Old Mission Capital
Illinois
$352K -$1.62M -68,544 -81%
EAM
53
Empirical Asset Management
Massachusetts
$343K +$380K +16,077 New
RW
54
RVW Wealth
California
$321K +$355K +15,039 New
PA
55
Pinnacle Associates
New York
$317K -$27.2K -1,150 -7%
Citadel Advisors
56
Citadel Advisors
Florida
$314K -$2.44M -103,396 -88%
IA
57
IFG Advisory
Georgia
$296K -$7.61K -322 -2%
SCA
58
Snowden Capital Advisors
New York
$267K +$6.17K +261 +2%
SCFS
59
S.C. Financial Services
Arizona
$261K -$15.9K -675 -5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$259K -$23.6K -1,000 -8%
EW
61
Element Wealth
Mississippi
$256K -$16.3K -692 -5%
CCA
62
Clearwater Capital Advisors
Illinois
$252K -$16.8K -711 -6%
AWA
63
Acorn Wealth Advisors
Michigan
$230K +$20K +845 +8%
WP
64
WealthSource Partners
California
$225K -$315K -13,329 -56%
FA
65
Flagstar Advisors
New York
$215K +$239K +10,110 New
CFGS
66
Concourse Financial Group Securities
Alabama
$142K +$18.9K +800 +14%
HI
67
Harbour Investments
Wisconsin
$113K +$125K +5,303 New
MCC
68
Money Concepts Capital
Florida
$84K -$1.13M -48,005 -92%
GWM
69
Geneos Wealth Management
Colorado
$68K -$11.7K -497 -13%
BEI
70
Benjamin Edwards Inc
Missouri
$64K +$402 +17 +0.6%
LFG
71
Larson Financial Group
Missouri
$37K -$11.2K -474 -21%
CHC
72
City Holding Co
West Virginia
$31K
APA
73
American Portfolios Advisors
New York
$22.6K -$16.8K -712 -40%
CFD
74
Creative Financial Designs
Indiana
$22K +$1.77K +75 +8%
TSWM
75
Tyler-Stone Wealth Management
Ohio
$21K

FEM Hedge Fund Activity: Q2 2022 in Review

103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2022, worth a combined $208M — down 17% from $252M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FEM and 14 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $4.76M. The largest seller was Kestra Advisory Services, cutting an estimated $2.58M.

  • 103 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $208M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 14 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2022 and 16 closed out, a net change of -2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2022 was Bank of America, an estimated $4.76M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2022 was Kestra Advisory Services, an estimated $2.58M sold.

Based on aggregated 13F filings for Q2 2022.