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First Trust Emerging Markets AlphaDEX Fund

109 hedge funds and large institutions have $449M invested in First Trust Emerging Markets AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $419M → $449M (+$29.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 63.25%63.23% (-0.01%)

1% less funds holding

Funds holding: 110109 (-1)

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
55
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MCF Advisors
Kentucky
$5K -$3.04K -125 -37%
FPS
102
Fieldpoint Private Securities
Connecticut
$4K +$3.41K +140 New
CAL
103
Capital Analysts LLC
Pennsylvania
$2K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$2K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$511 +21 +39%
MRCM
106
M&R Capital Management
New Jersey
$2K +$1.02K +42 +71%
HGWM
107
Harvest Group Wealth Management
Massachusetts
$1K
BCMIO
108
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$487 +20 New
Jane Street
109
Jane Street
New York
-$2.92M -116,855 Closed
PGA
110
Premia Global Advisors
Florida
-$730K -29,706 Closed
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
-$259K -10,366 Closed
MIH
112
Meitav Investment House
Israel
-$220K -8,800 Closed
VCWA
113
Vanguard Capital Wealth Advisors
Colorado
-$218K -8,711 Closed
AFNAS
114
American Financial Network Advisory Services
California
-$209K -8,421 Closed
CA
115
Cetera Advisors
Colorado
-$135K -5,360 Closed
Bessemer Group
116
Bessemer Group
New Jersey
-$21K -850 Closed
PWM
117
PRW Wealth Management
Massachusetts
-$13K -511 Closed
NWM
118
Northwest Wealth Management
Iowa
-$11K -424 Closed
RCG
119
Ruggie Capital Group
Florida
-$10K -405 Closed
AIC
120
Ameritas Investment Company
Nebraska
-$6K -252 Closed
EWM
121
Elmwood Wealth Management
California
-$4K -164 Closed

FEM Hedge Fund Activity: Q2 2019 in Review

109 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2019, worth a combined $449M — up 7% from $419M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEM positions and 13 closed out — a net gain of 2 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.3M. The largest seller was Wells Fargo, cutting an estimated $10.7M.

  • 109 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2019, down from 110 in Q1 2019.
  • Funds reported $449M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2019, up 7% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2019 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2019 was Wells Fargo, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2019.