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First Trust Emerging Markets AlphaDEX Fund

104 hedge funds and large institutions have $330M invested in First Trust Emerging Markets AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
50
Reduced
27
Closed
10
Calls
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.4M 2,662,013 +362,070 +16%
Wells Fargo
2
Wells Fargo
California
$33.6M 1,587,541 +115,810 +8%
First Trust Advisors
3
First Trust Advisors
Illinois
$28.2M 1,329,471 +40,024 +3%
LPL Financial
4
LPL Financial
California
$19.5M 922,576 +14,609 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.6M 876,662 +123,878 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14.9M 703,416 -155,696 -18%
UBS Group
7
UBS Group
Switzerland
$14.2M 669,798 +104,945 +19%
EWM
8
Empirical Wealth Management
Washington
$13.8M 649,790 -28,133 -4%
Bank of America
9
Bank of America
North Carolina
$13.1M 617,410 +52,244 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.3M 581,837 -39,225 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.2M 529,820 +53,968 +11%
Jane Street
12
Jane Street
New York
$8.84M 417,273 +319,613 +327%
LIA
13
Luken Investment Analytics
Tennessee
$8.52M 402,108 +402,103 +8,042,060%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.45M 398,821 +135,408 +51%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.68M 362,649 +410 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.73M 270,151 +15,638 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.68M 268,229 +100,719 +60%
DF
18
Dunhill Financial
United Kingdom
$4.48M 209,288 +209,288 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.67M 126,145 +65,017 +106%
KWM
20
Kingsview Wealth Management
Oregon
$2.55M 120,311 +644 +0.5%
CPIG
21
Chicago Partners Investment Group
Illinois
$2.45M 110,166 -403 -0.4%
WP
22
WealthPLAN Partners
Nebraska
$2.15M 101,548 +25,248 +33%
MFG
23
Midwest Financial Group
Kansas
$1.76M 83,304 +5,101 +7%
SCM
24
Sebold Capital Management
Illinois
$1.75M 82,649 -13,682 -14%
AAS
25
Avantax Advisory Services
Texas
$1.58M 74,519 +1,051 +1%