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First Trust Emerging Markets AlphaDEX Fund

111 hedge funds and large institutions have $274M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4.56% more ownership

Funds ownership: 58.51%63.07% (+4.6%)

4% more funds holding

Funds holding: 107111 (+4)

5% less capital invested

Capital invested by funds: $289M → $274M (-$15.2M)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDC
76
Woodward Diversified Capital
California
$236K +$236K +9,032 New
MIH
77
Meitav Investment House
Israel
$230K
PFA
78
Pinnacle Family Advisors
Missouri
$217K -$52.7K -2,017 -19%
IWM
79
IHT Wealth Management
Illinois
$209K +$2.71K +104 +1%
IFG
80
Independent Financial Group
California
$208K +$208K +7,962 New
FA
81
Flagstar Advisors
New York
$201K -$96.2K -3,684 -32%
HWM
82
Holloway Wealth Management
Florida
$164K
FPWM
83
FSB Premier Wealth Management
Iowa
$114K +$115K +4,395 New
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$104K +$97.9K +3,750 +1,471%
GWM
85
Geneos Wealth Management
Colorado
$98K +$183 +7 +0.2%
BEI
86
Benjamin Edwards Inc
Missouri
$77K +$522 +20 +0.7%
SC
87
Stephens Consulting
Michigan
$62.8K +$62.8K +2,407 New
LFG
88
Larson Financial Group
Missouri
$56K +$548 +21 +1%
APA
89
American Portfolios Advisors
New York
$52.1K +$418 +16 +0.8%
CHC
90
City Holding Co
West Virginia
$38K -$11.1K -425 -23%
TSWM
91
Tyler-Stone Wealth Management
Ohio
$26K +$26.1K +1,000 New
CFD
92
Creative Financial Designs
Indiana
$25K -$4.83K -185 -16%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$24K +$52 +2 +0.2%
CWA
94
Clearview Wealth Advisors
Oregon
$23K +$26 +1 +0.1%
TAM
95
Tucker Asset Management
Colorado
$17.5K +$2.27K +87 +15%
MIM
96
MTM Investment Management
South Carolina
$14K
TLFA
97
True Link Financial Advisors
California
$12K +$12.2K +467 New
Citigroup
98
Citigroup
New York
$10K -$5.22K -200 -33%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$10K
LS
100
Leelyn Smith
Illinois
$10K +$10.4K +397 New

FEM Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2021, worth a combined $274M — down 5.2% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 12 closed out — a net gain of 5 holders — while 39 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Wells Fargo, cutting an estimated $7.52M.

  • 111 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $274M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2021 and 12 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $8.42M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2021.