We are live on ! Find out more
FEM icon

First Trust Emerging Markets AlphaDEX Fund

107 hedge funds and large institutions have $252M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 63.07%63.53% (+0.47%)

4% less funds holding

Funds holding: 111107 (-4)

8% less capital invested

Capital invested by funds: $274M → $252M (-$22.5M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$219K -$13.1K -507 -6%
AFM
77
Andesa Financial Management
Pennsylvania
$207K -$170K -6,595 -44%
PFA
78
Pinnacle Family Advisors
Missouri
$205K -$4.84K -188 -2%
IFG
79
Independent Financial Group
California
$200K
CFGS
80
Concourse Financial Group Securities
Alabama
$148K -$875K -33,973 -85%
HWM
81
Holloway Wealth Management
Florida
$140K
GWM
82
Geneos Wealth Management
Colorado
$94K
BEI
83
Benjamin Edwards Inc
Missouri
$75K +$489 +19 +0.6%
PFS
84
Prospera Financial Services
Texas
$71K +$72.9K +2,831 New
LFG
85
Larson Financial Group
Missouri
$56K +$1.98K +77 +4%
APA
86
American Portfolios Advisors
New York
$44.5K -$5.8K -225 -11%
CHC
87
City Holding Co
West Virginia
$36K
TSWM
88
Tyler-Stone Wealth Management
Ohio
$25K
CFD
89
Creative Financial Designs
Indiana
$24K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$23K
TAM
91
Tucker Asset Management
Colorado
$17.4K +$541 +21 +3%
MIM
92
MTM Investment Management
South Carolina
$14K
CWA
93
Clearview Wealth Advisors
Oregon
$10K -$12.7K -494 -55%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$10K
LS
95
Leelyn Smith
Illinois
$10K
GRP
96
Global Retirement Partners
California
$9K +$10.3K +401 New
MIFH
97
Migdal Insurance & Financial Holdings
Israel
$6K -$96.6K -3,750 -94%
LAS
98
Lloyd Advisory Services
Georgia
$6K +$52 +2 +0.8%
Citigroup
99
Citigroup
New York
$5K -$5.15K -200 -50%
GWSG
100
GPS Wealth Strategies Group
Colorado
$5K

FEM Hedge Fund Activity: Q1 2022 in Review

107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2022, worth a combined $252M — down 8.2% from $274M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FEM and 9 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 36 added.

The largest buyer was LPL Financial, adding an estimated $5.26M. The largest seller was Jane Street, cutting an estimated $11.1M.

  • 107 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2022, down from 111 in Q4 2021.
  • Funds reported $252M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2022 and 11 closed out, a net change of -2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2022 was LPL Financial, an estimated $5.26M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2022 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2022.