FEM icon

First Trust Emerging Markets AlphaDEX Fund
FEM

Overview Fund Activity

114 hedge funds and large institutions have $347M invested in First Trust Emerging Markets AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
41
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.13M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$3.02M
4
KWM
4
Kingsview Wealth Management
Oregon
$7.22M
5
CAS
5
Coppell Advisory Solutions
Texas
$2.66M

Top Sellers

1
DF
1
Dunhill Financial
United Kingdom
$105K
2
OMC
2
Old Mission Capital
Illinois
$7.18M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
Jane Street
4
Jane Street
New York
$2.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.5M 4,314,142 +1,766,520 +69%
Wells Fargo
2
Wells Fargo
California
$33.1M 1,493,855 -176,343 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M 946,304 -55,205 -6%
LPL Financial
4
LPL Financial
California
$19.9M 901,161 -44,139 -5%
UBS Group
5
UBS Group
Switzerland
$15.1M 681,616 -7,730 -1%
Bank of America
6
Bank of America
North Carolina
$14.5M 655,231 +16,773 +3%
EWM
7
Empirical Wealth Management
Washington
$13.6M 615,147 -20,838 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.8M 534,833 -36,868 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11.4M 516,836 +5,957 +1%
LIA
10
Luken Investment Analytics
Tennessee
$9.14M 413,057 +11,418 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.74M 394,841 +27,736 +8%
KWM
12
Kingsview Wealth Management
Oregon
$7.22M 326,089 +96,619 +42%
OMC
13
Old Mission Capital
Illinois
$7.18M 324,274 -191,590 -37%
Citadel Advisors
14
Citadel Advisors
Florida
$6.13M 277,052 +258,631 +1,404%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.86M 264,811 -15,352 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.34M 241,373 -74,466 -24%
WP
17
WealthPLAN Partners
Nebraska
$3.03M 136,797 +28,915 +27%
First Trust Advisors
18
First Trust Advisors
Illinois
$3.02M 136,428 +108,522 +389%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.88M 130,094 -55,612 -30%
CAS
20
Coppell Advisory Solutions
Texas
$2.66M 120,416 +87,929 +271%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.4M 108,401 +62,625 +137%
Jane Street
22
Jane Street
New York
$2.3M 103,851 -116,499 -53%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.2M 99,204 -27,032 -21%
MFG
24
Midwest Financial Group
Kansas
$1.98M 89,627 +2,212 +3%
AAS
25
Avantax Advisory Services
Texas
$1.9M 86,005 +13,814 +19%
1
2 3 4 5