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First Trust Emerging Markets AlphaDEX Fund

116 hedge funds and large institutions have $335M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $314M → $335M (+$20.9M)

5% more funds holding

Funds holding: 111116 (+5)

0.21% more ownership

Funds ownership: 74.85%75.05% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
52
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$258K -$6.99K -291 -3%
GVAG
77
Great Valley Advisor Group
Delaware
$256K +$28.9K +1,201 +13%
CWP
78
Cyndeo Wealth Partners
Florida
$248K
MWM
79
Modera Wealth Management
New Jersey
$243K +$244K +10,165 New
WWM
80
Western Wealth Management
Colorado
$243K +$6.3K +262 +3%
AFG
81
ABLE Financial Group
Arizona
$234K -$18.7K -777 -7%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$228K +$2.21K +92 +1%
Mariner
83
Mariner
Kansas
$224K +$4.76K +198 +2%
EW
84
Element Wealth
Mississippi
$222K -$15.2K -632 -6%
FPWM
85
FSB Premier Wealth Management
Iowa
$219K -$74.8K -3,112 -25%
MIH
86
Meitav Investment House
Israel
$213K
PFA
87
Pinnacle Family Advisors
Missouri
$210K -$7.47K -311 -3%
SAI
88
Savvy Advisors Inc
New York
$209K +$209K +8,712 New
BEI
89
Benjamin Edwards Inc
Missouri
$167K -$47.7K -1,984 -22%
GRP
90
Global Retirement Partners
California
$166K -$96 -4 -0.1%
NS
91
NBC Securities
Alabama
$156K -$577 -24 -0.4%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$115K +$10.1K +422 +10%
GI
93
GAMMA Investing
California
$113K +$114K +4,728 New
EWM
94
EPG Wealth Management
Georgia
$110K -$111K -4,625 Closed
IAIM
95
International Assets Investment Management
Florida
$103K +$103K +4,289 New
TAM
96
Tucker Asset Management
Colorado
$69.1K +$22.3K +927 +47%
GWM
97
Geneos Wealth Management
Colorado
$63.6K
SWM
98
Spire Wealth Management
Virginia
$54.2K -$1.08K -45 -2%
CHC
99
City Holding Co
West Virginia
$34.7K
LFG
100
Larson Financial Group
Missouri
$34.7K +$192 +8 +0.6%

FEM Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2024, worth a combined $335M — up 6.7% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $3.23M sold.

  • 116 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $335M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2024 was Private Advisor Group, an estimated $3.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2024 was WealthPLAN Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.