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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $258M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

42% more capital invested

Capital invested by funds: $182M → $258M (+$76.5M)

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

6.67% more ownership

Funds ownership: 62.73%69.41% (+6.7%)

6% more funds holding

Funds holding: 94100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$546K +$518K +25,849 New
SPC
52
Sigma Planning Corp
Michigan
$537K -$789K -39,402 -61%
CBFP
53
Cedar Brook Financial Partners
Ohio
$528K -$102K -5,074 -17%
AWS
54
Atria Wealth Solutions
New York
$508K -$48.7K -2,433 -9%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$501K +$43.9K +2,192 +10%
CA
56
Claro Advisors
Massachusetts
$470K +$25.9K +1,291 +6%
FTUS
57
Flow Traders U.S.
New York
$378K -$1.05M -52,317 -74%
RG
58
Rathbones Group
United Kingdom
$343K -$53.2K -2,656 -14%
CWA
59
Clarus Wealth Advisors
Arizona
$328K +$43.2K +2,157 +16%
CA
60
Cetera Advisors
Colorado
$301K +$287K +14,337 New
CCM
61
Chiron Capital Management
Florida
$298K -$37K -1,847 -12%
VF
62
Virtu Financial
New York
$293K +$279K +13,955 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$286K +$273K +13,622 New
AFA
64
American Financial Advisors
Georgia
$277K -$24K -1,197 -8%
EW
65
Element Wealth
Mississippi
$249K -$3.52K -176 -1%
CCA
66
Clearwater Capital Advisors
Illinois
$249K
FA
67
Flagstar Advisors
New York
$239K +$24.5K +1,225 +12%
Walleye Capital
68
Walleye Capital
New York
$230K +$219K +10,947 New
WP
69
WealthSource Partners
California
$216K -$941 -47 -0.5%
SCFS
70
S.C. Financial Services
Arizona
$213K +$203K +10,137 New
AAS
71
Ameritas Advisory Services
Nebraska
$213K +$203K +10,120 New
PA
72
Pinnacle Associates
New York
$210K -$31K -1,550 -13%
CFGS
73
Concourse Financial Group Securities
Alabama
$161K +$7.53K +376 +5%
EWM
74
EPG Wealth Management
Georgia
$128K -$26.2K -1,308 -18%
CS
75
Comerica Securities
Michigan
$124K +$118K +5,880 New

FEM Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2022, worth a combined $258M — up 42% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FEM positions and 12 closed out — a net gain of 7 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $24M. The largest seller was Bank of America, cutting an estimated $8.94M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $258M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2022, up 42% quarter-over-quarter.
  • 19 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $24M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2022 was Bank of America, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2022.