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First Trust Emerging Markets AlphaDEX Fund

108 hedge funds and large institutions have $362M invested in First Trust Emerging Markets AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

14% more capital invested

Capital invested by funds: $317M → $362M (+$44.8M)

5% more funds holding

Funds holding: 103108 (+5)

1.05% more ownership

Funds ownership: 76.16%77.21% (+1%)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.7M +$741K +28,573 +1%
LPL Financial
2
LPL Financial
California
$34M +$3.63M +139,999 +13%
Wells Fargo
3
Wells Fargo
California
$32.2M +$7.87M +303,320 +34%
Bank of America
4
Bank of America
North Carolina
$27.8M -$710K -27,385 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27M -$144K -5,557 -0.6%
UBS Group
6
UBS Group
Switzerland
$17.4M +$2.97M +114,386 +22%
EWM
7
Empirical Wealth Management
Washington
$16.3M -$122K -4,687 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.7M +$595K +22,920 +4%
SA
9
Sanctuary Advisors
Indiana
$14M +$101K +3,901 +0.8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$12.1M +$603K +23,235 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$9.58M -$560K -21,573 -6%
State of Wisconsin Investment Board
12
State of Wisconsin Investment Board
Wisconsin
$8.5M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.75M +$885K +34,108 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.31M -$151K -5,803 -2%
AssetMark Inc
15
AssetMark Inc
California
$5.94M +$122K +4,699 +2%
PAG
16
Private Advisor Group
New Jersey
$4.86M -$67.6K -2,607 -1%
KWM
17
Kingsview Wealth Management
Oregon
$3.4M -$74.2K -2,862 -2%
AI
18
Atria Investments
North Carolina
$2.94M +$429K +16,525 +18%
OMC
19
Old Mission Capital
Illinois
$2.85M -$651K -25,094 -19%
MFG
20
Midwest Financial Group
Kansas
$2.48M -$3.09K -119 -0.1%
PFS
21
Prospera Financial Services
Texas
$1.94M +$136K +5,231 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.91M -$360K -13,870 -16%
BEI
23
Benjamin Edwards Inc
Missouri
$1.91M +$178K +6,848 +11%
PS
24
Principal Securities
Iowa
$1.88M +$258K +9,939 +17%
AWM
25
AE Wealth Management
Kansas
$1.62M -$70K -2,700 -4%

FEM Hedge Fund Activity: Q3 2025 in Review

108 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q3 2025, worth a combined $362M — up 14% from $317M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEM positions and 8 closed out — a net gain of 7 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.87M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.09M.

  • 108 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q3 2025, up from 103 in Q2 2025.
  • Funds reported $362M of First Trust Emerging Markets AlphaDEX Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $7.87M added.
  • The largest First Trust Emerging Markets AlphaDEX Fund seller in Q3 2025 was Carson Wealth (CWM LLC), an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2025.