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First Trust Emerging Markets AlphaDEX Fund

99 hedge funds and large institutions have $290M invested in First Trust Emerging Markets AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.8M 2,299,943 +523,124 +29%
Wells Fargo
2
Wells Fargo
California
$31.2M 1,471,731 +92,095 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$27.3M 1,289,447 +59,011 +5%
LPL Financial
4
LPL Financial
California
$19.2M 907,967 +139,518 +18%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$18.2M 859,112 +14,172 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16M 752,784 +196,692 +35%
EWM
7
Empirical Wealth Management
Washington
$14.4M 677,923 -16,682 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.2M 621,062 +271,683 +78%
Bank of America
9
Bank of America
North Carolina
$12M 565,166 +333,179 +144%
UBS Group
10
UBS Group
Switzerland
$12M 564,853 +32,737 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.1M 475,852 +39,257 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.68M 362,239 +2,304 +0.6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.58M 263,413 +45,961 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.4M 254,513 +23,669 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.55M 167,510 +615 +0.4%
KWM
16
Kingsview Wealth Management
Oregon
$2.54M 119,667 +7,406 +7%
CPIG
17
Chicago Partners Investment Group
Illinois
$2.4M 110,569 +1,189 +1%
Jane Street
18
Jane Street
New York
$2.07M 97,660 -54,013 -36%
SCM
19
Sebold Capital Management
Illinois
$2.04M 96,331 -3,622 -4%
MFG
20
Midwest Financial Group
Kansas
$1.66M 78,203 +78,203 New
WP
21
WealthPLAN Partners
Nebraska
$1.62M 76,300 +11,081 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.59M 75,019 +61,397 +451%
AAS
23
Avantax Advisory Services
Texas
$1.56M 73,468 -2,848 -4%
RJA
24
Raymond James & Associates
Florida
$1.42M 67,048 -25 -0%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.3M 61,128 -14,394 -19%