First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
57 hedge funds and large institutions have $135M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
30% more funds holding
Funds holding: 44 → 57 (+13)
27% more capital invested
Capital invested by funds: $106M → $135M (+$28.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 40.18% → 39.92% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.84M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$3.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.68M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$5.84M |
| 2 |
Morgan Stanley
New York
|
-$1.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11M |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$831K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$827K |
FEMS Hedge Fund Activity: Q1 2018 in Review
57 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q1 2018, worth a combined $135M — up 27% from $106M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FEMS positions and 3 closed out — a net gain of 14 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.25M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $5.84M sold.
- 57 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q1 2018, up from 44 in Q4 2017.
- Funds reported $135M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q1 2018, up 27% quarter-over-quarter.
- 17 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q1 2018 and 3 closed out, a net change of +14 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q1 2018 was LPL Financial, an estimated $7.25M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q1 2018 was 3EDGE Asset Management, an estimated $5.84M sold.
Based on aggregated 13F filings for Q1 2018.