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First Trust Emerging Markets AlphaDEX Fund
FEM

112 hedge funds and large institutions have $307M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1% more funds holding

Funds holding: 111 → 112 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.15% less ownership

Funds ownership: 79.78% → 76.63% (-3.1%)

7% less capital invested

Capital invested by funds: $331M → $307M (-$23.7M)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
50
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.26M
2
Jane Street
Jane Street
New York
+$1.09M
3
OFS
OneAscent Financial Services
Alabama
+$840K
4
GSEP
Golden State Equity Partners
California
+$822K
5
Citadel Advisors
Citadel Advisors
Florida
+$780K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.7M
2
OMC
Old Mission Capital
Illinois
-$747K
3
UBS Group
UBS Group
Switzerland
-$564K
4
SCM
Sebold Capital Management
Illinois
-$526K
5
FTUS
Flow Traders U.S.
New York
-$449K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$711K +$22.2K +974 +3%
RG
52
Rathbones Group
United Kingdom
$693K +$51.3K +2,250 +8%
Comerica Bank
53
Comerica Bank
Texas
$685K -$165K -7,212 -19%
AWM
54
Aprio Wealth Management
Georgia
$685K – – –
OC
55
Oppenheimer & Co
New York
$680K +$3.13K +137 +0.4%
First Trust Advisors
56
First Trust Advisors
Illinois
$665K +$34.3K +1,503 +5%
CFGS
57
Concourse Financial Group Securities
Alabama
$656K +$63.1K +2,763 +10%
PA
58
PFG Advisors
Arizona
$642K +$472K +20,662 +243%
IWM
59
Iams Wealth Management
Nebraska
$599K +$10.1K +443 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$585K -$38.3K -1,678 -6%
AWS
61
Atria Wealth Solutions
New York
$508K -$439K -19,216 -45%
NW
62
NewEdge Wealth
Pennsylvania
$466K -$1.3K -57 -0.3%
SEIA
63
Signature Estate & Investment Advisors
California
$435K -$108K -4,715 -19%
SCM
64
Sebold Capital Management
Illinois
$421K -$526K -23,064 -55%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$421K +$436K +19,094 New
FAM
66
Formidable Asset Management
Ohio
$417K -$2.17K -95 -0.5%
HSWS
67
Higgins & Schmidt Wealth Strategies
Colorado
$317K +$23 +1 +0%
TWM
68
Trueblood Wealth Management
Ohio
$291K -$13.4K -586 -4%
PVI
69
Pine Valley Investments
New Jersey
$272K +$11.8K +519 +4%
GVAG
70
Great Valley Advisor Group
Delaware
$259K +$2.28K +100 +0.9%
CCA
71
Clearwater Capital Advisors
Illinois
$251K -$1.83K -80 -0.7%
LSIA
72
LaSalle St. Investment Advisors
Illinois
$250K +$259K +11,365 New
IFG
73
Independent Financial Group
California
$249K – – –
RIS
74
Richmond Investment Services
Wisconsin
$246K +$255K +11,179 New
HAS
75
HBW Advisory Services
California
$245K +$254K +11,116 New
1 2
3
4 5

FEM Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2024, worth a combined $307M — down 7.2% from $331M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FEM positions and 14 closed out — a net gain of 4 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $9.26M. The largest seller was Morgan Stanley, cutting an estimated $6.7M.

  • 112 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $307M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 18 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2024 was Bank of America, an estimated $9.26M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $6.7M sold.

Based on aggregated 13F filings for Q4 2024.