First Trust Emerging Markets AlphaDEX Fund
FEM
116 hedge funds and large institutions have $300M invested in First Trust Emerging Markets AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 111 → 116 (+5)
0% more capital invested
Capital invested by funds: $299M → $300M (+$879K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 73.34% → 72.31% (-1%)
24% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.27M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.02M |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.84M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.16M |
| 2 |
DF
Dunhill Financial
London,
United Kingdom
|
-$4.07M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.68M |
| 5 |
Jane Street
New York
|
-$2.43M |
FEM Hedge Fund Activity: Q4 2023 in Review
116 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q4 2023, worth a combined $300M — up 0.29% from $299M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FEM positions and 10 closed out — a net gain of 5 holders — while 39 added to existing stakes and 51 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $8.16M.
- 116 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q4 2023, up from 111 in Q3 2023.
- Funds reported $300M of First Trust Emerging Markets AlphaDEX Fund stock for Q4 2023, up 0.29% quarter-over-quarter.
- 15 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q4 2023 and 10 closed out, a net change of +5 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q4 2023 was Citadel Advisors, an estimated $5.4M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q4 2023 was Morgan Stanley, an estimated $8.16M sold.
Based on aggregated 13F filings for Q4 2023.