We are live on ! Find out more
FEM icon

First Trust Emerging Markets AlphaDEX Fund
FEM

111 hedge funds and large institutions have $314M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 115 → 111 (-4)

8.83% less ownership

Funds ownership: 83.68% → 74.85% (-8.8%)

10% less capital invested

Capital invested by funds: $347M → $314M (-$33.1M)

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
44
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$7.68M
2
LPL Financial
LPL Financial
California
+$4.09M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.48M
4
AI
Atria Investments
North Carolina
+$1.17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$765K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$38M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.13M
3
OMC
Old Mission Capital
Illinois
-$5.72M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.03M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
101
Financial Gravity Asset Management
Texas
$11.7K -$362 -16 -3%
SS
102
Sunbelt Securities
Texas
$10.2K +$45 +2 +0.5%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$7.89K – – –
Citigroup
104
Citigroup
New York
$4.57K – – –
GWSG
105
GPS Wealth Strategies Group
Colorado
$4.16K – – –
IRC
106
Investors Research Corp
Georgia
$3.84K +$3.8K +168 New
TRCT
107
Tower Research Capital (TRC)
New York
$3.52K +$3.48K +154 New
MRCM
108
M&R Capital Management
New Jersey
$2.06K – – –
JP Morgan Chase
109
JP Morgan Chase
New York
$846 – – –
SIS
110
Sound Income Strategies
Florida
$709 +$702 +31 New
US Bancorp
111
US Bancorp
Minnesota
$595 – – –
Citadel Advisors
112
Citadel Advisors
Florida
– -$6.13M -277,052 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$2.4M -108,401 Closed
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
– -$1.07M -49,263 Closed
FTUS
115
Flow Traders U.S.
New York
– -$616K -27,833 Closed
IA
116
IFG Advisory
Georgia
– -$240K -10,850 Closed
Fisher Asset Management
117
Fisher Asset Management
Washington
– -$236K -10,670 Closed
AFA
118
American Financial Advisors
Georgia
– -$220K -9,941 Closed
BTI
119
Blue Trust Inc
Georgia
– -$63K -3,000 Closed
ASN
120
Advisory Services Network
Georgia
– -$13.5K -610 Closed
MIM
121
MTM Investment Management
South Carolina
– -$11.9K -540 Closed
MIFH
122
Migdal Insurance & Financial Holdings
Israel
– -$6K -255 Closed
AWM
123
Avior Wealth Management
Nebraska
– -$3.03K -137 Closed
AA
124
AlphaMark Advisors
Kentucky
– -$3K -125 Closed
NA
125
NewEdge Advisors
Louisiana
– -$2.29K -104 Closed
2 3 4
5
6

FEM Hedge Fund Activity: Q1 2024 in Review

111 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q1 2024, worth a combined $314M — down 9.5% from $347M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FEM and 14 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 44 added.

The largest buyer was Cetera Advisors, adding an estimated $7.68M. The largest seller was Morgan Stanley, cutting an estimated $38M.

  • 111 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q1 2024, down from 115 in Q4 2023.
  • Funds reported $314M of First Trust Emerging Markets AlphaDEX Fund stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 14 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q1 2024 and 15 closed out, a net change of -1 holder.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q1 2024 was Cetera Advisors, an estimated $7.68M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2024.