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First Trust Emerging Markets AlphaDEX Fund

100 hedge funds and large institutions have $296M invested in First Trust Emerging Markets AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

4% less capital invested

Capital invested by funds: $307M → $296M (-$11.1M)

1.04% less ownership

Funds ownership: 76.63%75.59% (-1%)

11% less funds holding

Funds holding: 112100 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
-12
Holders Change %
-10.71%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
42
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Element Wealth
Mississippi
$204K -$4.17K -185 -2%
MIH
77
Meitav Investment House
Israel
$203K +$201K +8,893 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$165K +$20K +885 +14%
NA
79
NewEdge Advisors
Louisiana
$165K +$162K +7,204 New
NS
80
NBC Securities
Alabama
$120K +$119K +5,265 +87,750%
GWM
81
Geneos Wealth Management
Colorado
$99.6K +$63.2K +2,804 +180%
GI
82
GAMMA Investing
California
$89K -$36.3K -1,609 -29%
TAM
83
Tucker Asset Management
Colorado
$78.9K +$4.74K +210 +6%
SIM
84
Synergy Investment Management
Florida
$75.1K +$3K +133 +4%
EPIM
85
Evelyn Partners Investment Management
$65.7K
EWM
86
EPG Wealth Management
Georgia
$55.1K +$45 +2 +0.1%
SWM
87
Spire Wealth Management
Virginia
$53.4K +$90 +4 +0.2%
LFG
88
Larson Financial Group
Missouri
$44.5K +$45 +2 +0.1%
RF
89
Rossby Financial
Florida
$37.6K +$37.6K +1,668 New
CHC
90
City Holding Co
West Virginia
$33.1K
T
91
Tidemark
California
$30K
CAL
92
Capital Analysts LLC
Pennsylvania
$21K +$21.1K +935 New
Citigroup
93
Citigroup
New York
$11.4K
SS
94
Sunbelt Securities
Texas
$5.92K +$45 +2 +0.8%
T
95
Transce3nd
Texas
$4.96K +$1.2K +53 +32%
LIA
96
Luken Investment Analytics
Tennessee
$3.43K -$8.22M -364,667 -100%
ANBT
97
American National Bank & Trust
Texas
$3.11K +$3.07K +136 New
DF
98
Dunhill Financial
United Kingdom
$2.74K +$2.71K +120 New
JP Morgan Chase
99
JP Morgan Chase
New York
$2.38K -$11.5K -511 -83%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$2.15K -$1.96K -87 -48%

FEM Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2025, worth a combined $296M — down 3.6% from $307M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FEM and 7 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 42 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $7.08M. The largest seller was Luken Investment Analytics, cutting an estimated $8.22M.

  • 100 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $296M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 7 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2025 was State of Wisconsin Investment Board, an estimated $7.08M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2025 was Luken Investment Analytics, an estimated $8.22M sold.

Based on aggregated 13F filings for Q1 2025.