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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $296M invested in First Trust Emerging Markets AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

4% less capital invested

Capital invested by funds: $307M → $296M (-$11.1M)

1.04% less ownership

Funds ownership: 76.63%75.59% (-1%)

11% less funds holding

Funds holding: 112100 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
-12
Holders Change %
-10.71%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
42
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
Iams Wealth Management
Nebraska
$663K +$40.4K +1,792 +7%
Comerica Bank
52
Comerica Bank
Texas
$634K -$75.8K -3,359 -11%
HighTower Advisors
53
HighTower Advisors
Illinois
$632K +$24K +1,062 +4%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$611K -$1.67M -73,910 -73%
NW
55
NewEdge Wealth
Pennsylvania
$522K +$38K +1,684 +8%
PA
56
PFG Advisors
Arizona
$501K -$164K -7,250 -25%
FAM
57
Formidable Asset Management
Ohio
$433K +$23 +1 +0%
SCM
58
Sebold Capital Management
Illinois
$423K -$13.9K -618 -3%
SEIA
59
Signature Estate & Investment Advisors
California
$371K -$79.3K -3,514 -18%
HSWS
60
Higgins & Schmidt Wealth Strategies
Colorado
$329K
TWM
61
Trueblood Wealth Management
Ohio
$302K
PVI
62
Pine Valley Investments
New Jersey
$290K +$7.6K +337 +3%
IFG
63
Independent Financial Group
California
$276K +$17.3K +769 +7%
CCA
64
Clearwater Capital Advisors
Illinois
$261K
LSIA
65
LaSalle St. Investment Advisors
Illinois
$259K -$338 -15 -0.1%
HI
66
Harbour Investments
Wisconsin
$259K +$7.31K +324 +3%
RIS
67
Richmond Investment Services
Wisconsin
$250K -$5.23K -232 -2%
RA
68
RFG Advisory
Alabama
$243K +$3.61K +160 +2%
CWP
69
Cyndeo Wealth Partners
Florida
$236K
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$232K -$920K -40,784 -80%
PFA
71
Pinnacle Family Advisors
Missouri
$229K +$13.7K +609 +6%
FPWM
72
FSB Premier Wealth Management
Iowa
$217K -$586 -26 -0.3%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$213K +$82.7K +3,665 +65%
AFG
74
ABLE Financial Group
Arizona
$209K -$3.16K -140 -2%
Mariner
75
Mariner
Kansas
$207K -$19.6K -868 -9%

FEM Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2025, worth a combined $296M — down 3.6% from $307M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FEM and 7 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 42 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $7.08M. The largest seller was Luken Investment Analytics, cutting an estimated $8.22M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $296M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 7 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2025 was State of Wisconsin Investment Board, an estimated $7.08M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2025 was Luken Investment Analytics, an estimated $8.22M sold.

Based on aggregated 13F filings for Q1 2025.