First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
48 hedge funds and large institutions have $59.9M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.
2% less funds holding
Funds holding: 49 → 48 (-1)
7.13% less ownership
Funds ownership: 45.44% → 38.31% (-7.1%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
16% less capital invested
Capital invested by funds: $70.9M → $59.9M (-$11M)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.07M |
| 2 |
Morgan Stanley
New York
|
+$710K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$693K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$427K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.58M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.83M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.54M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.19M |
FEMS Hedge Fund Activity: Q1 2019 in Review
48 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q1 2019, worth a combined $59.9M — down 16% from $70.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FEMS and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 12 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.07M. The largest seller was Citadel Advisors, cutting an estimated $5.58M.
- 48 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q1 2019, down from 49 in Q4 2018.
- Funds reported $59.9M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q1 2019, down 16% quarter-over-quarter.
- 6 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q1 2019 and 7 closed out, a net change of -1 holder.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q1 2019 was Flow Traders U.S., an estimated $1.07M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q1 2019 was Citadel Advisors, an estimated $5.58M sold.
Based on aggregated 13F filings for Q1 2019.