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First Trust Emerging Markets AlphaDEX Fund

116 hedge funds and large institutions have $368M invested in First Trust Emerging Markets AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

7% more funds holding

Funds holding: 108116 (+8)

2% more capital invested

Capital invested by funds: $362M → $368M (+$6.02M)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

0.36% less ownership

Funds ownership: 77.21%76.84% (-0.36%)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.4M +$1.07M +39,545 +2%
LPL Financial
2
LPL Financial
California
$37.6M +$3.29M +122,038 +10%
Wells Fargo
3
Wells Fargo
California
$32.3M -$215K -7,990 -0.7%
Bank of America
4
Bank of America
North Carolina
$28.7M +$546K +20,261 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.9M -$343K -12,734 -1%
EWM
6
Empirical Wealth Management
Washington
$16.6M +$100K +3,711 +0.6%
UBS Group
7
UBS Group
Switzerland
$16.5M -$1.05M -38,947 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.6M -$218K -8,108 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$12.1M +$2.45M +90,847 +26%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$12M -$174K -6,473 -1%
SA
11
Sanctuary Advisors
Indiana
$11.3M -$2.79M -103,449 -20%
State of Wisconsin Investment Board
12
State of Wisconsin Investment Board
Wisconsin
$8.58M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.99M +$160K +5,957 +2%
PAG
14
Private Advisor Group
New Jersey
$7.58M +$2.63M +97,722 +54%
AssetMark Inc
15
AssetMark Inc
California
$6.22M +$216K +8,017 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.99M -$1.36M -50,596 -19%
AI
17
Atria Investments
North Carolina
$2.73M -$239K -8,881 -8%
KWM
18
Kingsview Wealth Management
Oregon
$2.72M -$703K -26,084 -21%
BEI
19
Benjamin Edwards Inc
Missouri
$2.34M +$405K +15,052 +21%
PFS
20
Prospera Financial Services
Texas
$2.05M +$86.4K +3,208 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.9M -$51.6K -1,917 -3%
PS
22
Principal Securities
Iowa
$1.87M -$21.4K -795 -1%
MFG
23
Midwest Financial Group
Kansas
$1.87M -$619K -22,999 -25%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.74M +$107K +3,962 +7%
AWM
25
AE Wealth Management
Kansas
$1.54M -$92.6K -3,438 -6%