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First Trust Emerging Markets AlphaDEX Fund

139 hedge funds and large institutions have $547M invested in First Trust Emerging Markets AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

49% more capital invested

Capital invested by funds: $368M → $547M (+$179M)

20% more funds holding

Funds holding: 116139 (+23)

10.85% more ownership

Funds ownership: 76.84%87.69% (+11%)

Holders
139
Holders Change
+23
Holders Change %
+19.83%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
66
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$80.7M +$9.08M +304,787 +13%
LPL Financial
2
LPL Financial
California
$53.1M +$11.8M +397,190 +29%
Wells Fargo
3
Wells Fargo
California
$40.3M +$4.99M +167,455 +14%
Bank of America
4
Bank of America
North Carolina
$39M +$7.63M +255,989 +24%
Jane Street
5
Jane Street
New York
$27M +$26.8M +900,000 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.4M +$8.32M +279,142 +49%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25M -$4.53M -152,099 -15%
First Trust Advisors
8
First Trust Advisors
Illinois
$22.7M +$21.8M +730,017 +2,581%
UBS Group
9
UBS Group
Switzerland
$20.3M +$2.24M +75,095 +12%
EWM
10
Empirical Wealth Management
Washington
$18.5M +$350K +11,746 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$13.3M +$19.5K +653 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.3M +$132K +4,442 +1%
TAM
13
TCP Asset Management
Ohio
$13.2M +$13.1M +440,485 New
SA
14
Sanctuary Advisors
Indiana
$11.4M -$1.01M -33,832 -8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$11M +$2.2M +73,681 +25%
AssetMark Inc
16
AssetMark Inc
California
$9.62M +$2.79M +93,615 +41%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$9.4M
PAG
18
Private Advisor Group
New Jersey
$8.4M +$99K +3,323 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.83M +$269K +9,039 +4%
GWP
20
Gateway Wealth Partners
Wisconsin
$4.65M +$3.05M +102,342 +193%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.52M +$3.74M +125,402 +491%
BEI
22
Benjamin Edwards Inc
Missouri
$4.23M +$1.66M +55,614 +65%
GSWM
23
Greenup Street Wealth Management
Michigan
$4.1M +$4.08M +136,844 New
AI
24
Atria Investments
North Carolina
$3.55M +$561K +18,825 +19%
PFS
25
Prospera Financial Services
Texas
$3.27M +$1.02M +34,213 +46%