First Trust Emerging Markets AlphaDEX Fund
FEM
83 hedge funds and large institutions have $278M invested in First Trust Emerging Markets AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 9 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more funds holding
Funds holding: 71 → 83 (+12)
7% more capital invested
Capital invested by funds: $259M → $278M (+$18.4M)
0.77% more ownership
Funds ownership: 65.2% → 65.97% (+0.77%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $341K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.15M |
| 2 |
Morgan Stanley
New York
|
+$5.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
-$5.03M |
| 2 |
Jane Street
New York
|
-$4.21M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$2.81M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.87M |
FEM Hedge Fund Activity: Q4 2017 in Review
83 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2017, worth a combined $278M — up 7.1% from $259M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FEM positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.15M. The largest seller was SII Investments, exiting entirely with an estimated $5.03M sold.
- 83 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2017, up from 71 in Q3 2017.
- Funds reported $278M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2017, up 7.1% quarter-over-quarter.
- 21 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2017 and 9 closed out, a net change of +12 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2017 was Wells Fargo, an estimated $9.15M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2017 was SII Investments, an estimated $5.03M sold.
Based on aggregated 13F filings for Q4 2017.