We are live on ! Find out more
FEM icon

First Trust Emerging Markets AlphaDEX Fund

111 hedge funds and large institutions have $274M invested in First Trust Emerging Markets AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4.56% more ownership

Funds ownership: 58.51%63.07% (+4.6%)

4% more funds holding

Funds holding: 107111 (+4)

5% less capital invested

Capital invested by funds: $289M → $274M (-$15.2M)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$8K -$2.22K -85 -21%
LAS
102
Lloyd Advisory Services
Georgia
$7K -$418 -16 -6%
SFPG
103
Stonebridge Financial Planning Group
Florida
$6K -$5.22K -200 -44%
TRCT
104
Tower Research Capital (TRC)
New York
$6K +$5.87K +225 New
GWSG
105
GPS Wealth Strategies Group
Colorado
$5K
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AA
107
AlphaMark Advisors
Kentucky
$3K
MRCM
108
M&R Capital Management
New Jersey
$1K
CWS
109
Confluence Wealth Services
Pennsylvania
$1K +$1.04K +40 New
FGAM
110
Financial Gravity Asset Management
Texas
$623 +$3.42K +131 +524%
CA
111
Crumly & Associates
Illinois
-$903K -33,523 Closed
US Bancorp
112
US Bancorp
Minnesota
-$374K -13,883 Closed
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
-$343K -12,740 Closed
VF
114
Virtu Financial
New York
-$246K -9,138 Closed
CCM
115
Covington Capital Management
California
-$210K -7,783 Closed
FIM
116
Freedom Investment Management
Connecticut
-$208K -7,717 Closed
RA
117
RFG Advisory
Alabama
-$206K -7,639 Closed
QCIG
118
Quad-Cities Investment Group
Iowa
-$202K -7,491 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-$200K -7,420 Closed
KIG
120
Kowal Investment Group
Wisconsin
-$69K -2,572 Closed
AWA
121
Arkadios Wealth Advisors
Georgia
-$47K -1,781 Closed
JCM
122
Jacobi Capital Management
Pennsylvania
-$22K -811 Closed
FEG
123
Financial Enhancement Group
Indiana
+$104 +4 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
+$287 +11 New

FEM Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2021, worth a combined $274M — down 5.2% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 12 closed out — a net gain of 5 holders — while 39 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $8.42M. The largest seller was Wells Fargo, cutting an estimated $7.52M.

  • 111 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $274M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2021, down 5.2% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2021 and 12 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2021 was Jane Street, an estimated $8.42M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2021.