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First Trust Emerging Markets AlphaDEX Fund

116 hedge funds and large institutions have $335M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more capital invested

Capital invested by funds: $314M → $335M (+$20.9M)

5% more funds holding

Funds holding: 111116 (+5)

0.21% more ownership

Funds ownership: 74.85%75.05% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
52
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Hilltop National Bank
Wyoming
$33K +$33.1K +1,378 New
T
102
Tidemark
California
$31.4K -$79.6K -3,312 -72%
FFA
103
Farther Finance Advisors
California
$25.1K -$6.7K -279 -21%
TRCT
104
Tower Research Capital (TRC)
New York
$23.1K +$19.5K +813 +528%
TSWM
105
Tyler-Stone Wealth Management
Ohio
$15.6K
Citigroup
106
Citigroup
New York
$14.4K +$9.61K +400 +200%
SS
107
Sunbelt Securities
Texas
$10.7K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$8.86K +$8.89K +370 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$7.3K +$7.33K +305 New
DF
110
Dunhill Financial
United Kingdom
$4.53K -$35.4K -1,474 -89%
GWSG
111
GPS Wealth Strategies Group
Colorado
$4.36K
IRC
112
Investors Research Corp
Georgia
$4.02K
JP Morgan Chase
113
JP Morgan Chase
New York
$2.9K +$2.02K +84 +227%
MRCM
114
M&R Capital Management
New Jersey
$2.15K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$2.15K +$2.16K +90 New
LFA
116
Legend Financial Advisors
Pennsylvania
$1.32K +$1.32K +55 New
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$24 -$8.27K -344 -100%
WP
118
WealthPLAN Partners
Nebraska
-$3.23M -141,099 Closed
CBFP
119
Cedar Brook Financial Partners
Ohio
-$555K -24,251 Closed
BRWA
120
B. Riley Wealth Advisors
Florida
-$285K -13,653 Closed
CW
121
CreativeOne Wealth
Kansas
-$283K -12,361 Closed
DAS
122
Dynamic Advisor Solutions
Arizona
-$235K -10,266 Closed
FGAM
123
Financial Gravity Asset Management
Texas
-$11.7K -530 Closed
SIS
124
Sound Income Strategies
Florida
-$709 -31 Closed
US Bancorp
125
US Bancorp
Minnesota
-$595 -26 Closed

FEM Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q2 2024, worth a combined $335M — up 6.7% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FEM positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $3.3M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $3.23M sold.

  • 116 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q2 2024, up from 111 in Q1 2024.
  • Funds reported $335M of First Trust Emerging Markets AlphaDEX Fund stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 17 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of +8 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q2 2024 was Private Advisor Group, an estimated $3.3M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q2 2024 was WealthPLAN Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2024.