First Trust Emerging Markets AlphaDEX Fund
FEM
112 hedge funds and large institutions have $307M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 14 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 37
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
1% more funds holding
Funds holding: 111 → 112 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.15% less ownership
Funds ownership: 79.78% → 76.63% (-3.1%)
7% less capital invested
Capital invested by funds: $331M → $307M (-$23.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.26M |
| 2 |
Jane Street
New York
|
+$1.09M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$840K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$822K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$747K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$564K |
| 4 |
SCM
Sebold Capital Management
Lisle,
Illinois
|
-$526K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$449K |
FEM Hedge Fund Activity: Q4 2024 in Review
112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2024, worth a combined $307M — down 7.2% from $331M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FEM positions and 14 closed out — a net gain of 4 holders — while 50 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $9.26M. The largest seller was Morgan Stanley, cutting an estimated $6.7M.
- 112 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $307M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2024, down 7.2% quarter-over-quarter.
- 18 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2024 and 14 closed out, a net change of +4 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2024 was Bank of America, an estimated $9.26M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $6.7M sold.
Based on aggregated 13F filings for Q4 2024.