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First Trust Emerging Markets Small Cap AlphaDEX Fund

39 hedge funds and large institutions have $76M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $57.4M → $76M (+$18.6M)

30% more funds holding

Funds holding: 3039 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.06% less ownership

Funds ownership: 50.86%37.81% (-13%)

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change

FEMS Hedge Fund Activity: Q2 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q2 2017, worth a combined $76M — up 32% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEMS positions and 4 closed out — a net gain of 9 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.98M. The largest seller was Jane Street, exiting entirely with an estimated $1.1M sold.

  • 39 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q2 2017, up from 30 in Q1 2017.
  • Funds reported $76M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q2 2017, up 32% quarter-over-quarter.
  • 13 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q2 2017 and 4 closed out, a net change of +9 holders.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q2 2017 was Morgan Stanley, an estimated $5.98M added.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q2 2017 was Jane Street, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2017.