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First Trust Emerging Markets AlphaDEX Fund
FEM

118 hedge funds and large institutions have $313M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $287M → $313M (+$26.5M)

6% more funds holding

Funds holding: 111 → 118 (+7)

2.19% less ownership

Funds ownership: 64.86% → 62.68% (-2.2%)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
52
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$8.99M
2
LPL Financial
LPL Financial
California
+$5.77M
3
Wells Fargo
Wells Fargo
California
+$3.76M
4
Jane Street
Jane Street
New York
+$3.57M
5
Morgan Stanley
Morgan Stanley
New York
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
AFA
American Financial Advisors
Georgia
-$19.6M
2
EWM
EPG Wealth Management
Georgia
-$2.1M
3
EWM
Empirical Wealth Management
Washington
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.94M
5
AWA
Arkadios Wealth Advisors
Georgia
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
101
Eudaimonia Partners
Tennessee
$21K – – –
CWA
102
Clearview Wealth Advisors
Oregon
$21K +$27 +1 +0.1%
CFD
103
Creative Financial Designs
Indiana
$17K +$17K +640 +12,800%
TAM
104
Tucker Asset Management
Colorado
$16.2K – – –
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$15.1K +570 New
MIM
106
MTM Investment Management
South Carolina
$14K – – –
WP
107
WealthShield Partners
North Carolina
$14K +$14.3K +540 New
SFPG
108
Stonebridge Financial Planning Group
Florida
$12K +$11.9K +450 New
LAS
109
Lloyd Advisory Services
Georgia
$11K +$1.03K +39 +10%
JCM
110
Jacobi Capital Management
Pennsylvania
$11K +$3.53K +133 +46%
SL
111
Savior LLC
Massachusetts
$8K +$981 +37 +13%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$106 -4 -2%
GI
113
Gradient Investments
Minnesota
$4K – – –
GWSG
114
GPS Wealth Strategies Group
Colorado
$4K +$4.83K +182 New
AA
115
AlphaMark Advisors
Kentucky
$3K – – –
FGAM
116
Financial Gravity Asset Management
Texas
$703 -$424 -16 -37%
MIH
117
Meitav Investment House
Israel
$232 – – –
SWP
118
Stratos Wealth Partners
Ohio
– -$416K -16,442 Closed
FIM
119
Freedom Investment Management
Connecticut
– -$405K -16,017 Closed
BRWA
120
B. Riley Wealth Advisors
Florida
– -$271K -10,685 Closed
WAS
121
Wealth Advisory Solutions
Indiana
– -$202K -8,019 Closed
TI
122
tru Independence
Oregon
– -$28 -919 Closed
DWP
123
Destiny Wealth Partners
Florida
– -$20K -801 Closed
CAAS
124
Capital Asset Advisory Services
Michigan
– -$12K -481 Closed
S
125
SignatureFD
Georgia
– -$2K -67 Closed
2 3 4
5
6

FEM Hedge Fund Activity: Q1 2021 in Review

118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2021, worth a combined $313M — up 9.2% from $287M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FEM positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.99M. The largest seller was American Financial Advisors, cutting an estimated $19.6M.

  • 118 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $313M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 20 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2021 was Citadel Advisors, an estimated $8.99M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2021 was American Financial Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2021.