We are live on ! Find out more
FEMS icon

First Trust Emerging Markets Small Cap AlphaDEX Fund

68 hedge funds and large institutions have $152M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $139M → $152M (+$12.9M)

1.13% more ownership

Funds ownership: 57.79%58.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 7068 (-2)

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
33
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWTS
51
Stonehaven Wealth & Tax Solutions
Wisconsin
$230K +$7.18K +158 +3%
PB
52
Pinnacle Bancorp
Nebraska
$222K
MFG
53
Merit Financial Group
Georgia
$220K -$19.3K -424 -8%
AFA
54
American Financial Advisors
Georgia
$213K -$6.81K -150 -3%
SWM
55
Spire Wealth Management
Virginia
$182K +$363 +8 +0.2%
SG
56
Sankala Group
Colorado
$78.5K -$21.1K -464 -21%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$50.1K +$50K +1,100 New
GWM
58
Geneos Wealth Management
Colorado
$48.6K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$42.5K +$36.6K +805 +624%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$41.1K +$41K +902 New
CCWM
61
Cassaday & Co Wealth Management
Virginia
$11.1K +$11K +243 New
JP Morgan Chase
62
JP Morgan Chase
New York
$10.3K -$3.18K -70 -23%
IA
63
IFP Advisors
Florida
$6.83K
AWM
64
AE Wealth Management
Kansas
$4.74K
HI
65
Harbour Investments
Wisconsin
$4.45K -$45 -1 -1%
DCM
66
Davis Capital Management
Florida
$1.55K
TC
67
Trust Company
Kansas
$638
HHCP
68
Hilton Head Capital Partners
South Carolina
$273
OC
69
Oppenheimer & Co
New York
-$927K -22,032 Closed
LWP
70
LeClair Wealth Partners
Ohio
-$775K -18,413 Closed
Bank of America
71
Bank of America
North Carolina
-$425K -10,092 Closed
KAS
72
Kestra Advisory Services
Texas
-$68.4K -1,624 Closed
HAP
73
Harbor Asset Planning
Massachusetts
-$7.42K -176 Closed
AF
74
Allworth Financial
California
-$5.68K -135 Closed