We are live on ! Find out more
FEMS icon

First Trust Emerging Markets Small Cap AlphaDEX Fund

62 hedge funds and large institutions have $163M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.3% less ownership

Funds ownership: 69.11%65.81% (-3.3%)

7% less capital invested

Capital invested by funds: $176M → $163M (-$12.7M)

7% less funds holding

Funds holding: 6762 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.27M +$212K +5,576 +22%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.26M +$8.3K +218 +0.7%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.25M +$28.1K +739 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.01M -$29.7K -780 -3%
WEG
30
World Equity Group
Illinois
$1M +$50.7K +1,332 +6%
Bank of America
31
Bank of America
North Carolina
$970K -$5.25K -138 -0.6%
SA
32
SFI Advisors
New Jersey
$826K -$19.9K -522 -3%
OC
33
Oppenheimer & Co
New York
$797K +$17.3K +454 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$793K +$9.4K +247 +1%
LWP
35
LeClair Wealth Partners
Ohio
$752K -$374K -9,820 -35%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$663K -$329K -8,628 -35%
MML Investors Services
37
MML Investors Services
Massachusetts
$607K -$9.29K -244 -2%
RW
38
RVW Wealth
California
$552K -$71.3K -1,873 -12%
RIS
39
Richmond Investment Services
Wisconsin
$441K +$207K +5,440 +100%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$430K -$42.2K -1,109 -9%
NFG
41
Nations Financial Group
Iowa
$398K +$23.2K +608 +7%
AAS
42
Avantax Advisory Services
Texas
$317K -$380K -9,985 -56%
SWTS
43
Stonehaven Wealth & Tax Solutions
Wisconsin
$317K -$108K -2,844 -27%
EH
44
Equitable Holdings
New York
$314K -$303K -7,967 -51%
PTC
45
Private Trust Company
Ohio
$241K +$19.3K +508 +9%
WWM
46
Western Wealth Management
Colorado
$225K +$211K +5,543 New
PS
47
Principal Securities
Iowa
$221K +$25.1K +658 +14%
AFA
48
American Financial Advisors
Georgia
$212K -$8K -210 -4%
MFG
49
Merit Financial Group
Georgia
$207K +$194K +5,103 New
PB
50
Pinnacle Bancorp
Nebraska
$198K

FEMS Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q2 2025, worth a combined $163M — down 7.2% from $176M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FEMS and 5 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Old Mission Capital, adding an estimated $4.02M. The largest seller was Cornerstone Planning Group, cutting an estimated $8.88M.

  • 62 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $163M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 5 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q2 2025 and 9 closed out, a net change of -4 holders.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q2 2025 was Old Mission Capital, an estimated $4.02M added.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q2 2025 was Cornerstone Planning Group, an estimated $8.88M sold.

Based on aggregated 13F filings for Q2 2025.