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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $258M invested in First Trust Emerging Markets AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

42% more capital invested

Capital invested by funds: $182M → $258M (+$76.5M)

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

6.67% more ownership

Funds ownership: 62.73%69.41% (+6.7%)

6% more funds holding

Funds holding: 94100 (+6)

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$113K +$1.28K +64 +1%
PTC
77
Private Trust Company
Ohio
$75K +$3.74K +187 +6%
FFA
78
Farther Finance Advisors
California
$60.9K +$58K +2,897 New
BEI
79
Benjamin Edwards Inc
Missouri
$57K -$2.5K -125 -4%
GWM
80
Geneos Wealth Management
Colorado
$49K
SWM
81
Spire Wealth Management
Virginia
$45K +$400 +20 +1%
BAM
82
Belpointe Asset Management
Nevada
$43.2K +$41.1K +2,053 New
LFG
83
Larson Financial Group
Missouri
$34.9K +$100 +5 +0.3%
CHC
84
City Holding Co
West Virginia
$30.5K
CFD
85
Creative Financial Designs
Indiana
$21.8K
TSWM
86
Tyler-Stone Wealth Management
Ohio
$21K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$15K -$4.34K -217 -23%
TAM
88
Tucker Asset Management
Colorado
$14.7K +$1.04K +52 +8%
ASN
89
Advisory Services Network
Georgia
$12.8K +$12.2K +610 New
MIM
90
MTM Investment Management
South Carolina
$11.4K
GRP
91
Global Retirement Partners
California
$9.25K +$20 +1 +0.2%
Creative Planning
92
Creative Planning
Kansas
$9.19K +$8.75K +437 New
LS
93
Leelyn Smith
Illinois
$8.35K
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$5K
NA
95
NewEdge Advisors
Louisiana
$4.91K +$35K +1,748 New
Citigroup
96
Citigroup
New York
$4.21K
AA
97
AlphaMark Advisors
Kentucky
$3K
CWA
98
Clearview Wealth Advisors
Oregon
$2.08K -$2.4K -120 -55%
JP Morgan Chase
99
JP Morgan Chase
New York
$2K +$1.74K +87 New
MRCM
100
M&R Capital Management
New Jersey
$925

FEM Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2022, worth a combined $258M — up 42% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FEM positions and 12 closed out — a net gain of 7 holders — while 39 added to existing stakes and 31 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $24M. The largest seller was Bank of America, cutting an estimated $8.94M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $258M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2022, up 42% quarter-over-quarter.
  • 19 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $24M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2022 was Bank of America, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2022.