First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
55 hedge funds and large institutions have $86.4M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
10% more capital invested
Capital invested by funds: $78.5M → $86.4M (+$7.97M)
10% more funds holding
Funds holding: 50 → 55 (+5)
8.29% more ownership
Funds ownership: 52.08% → 60.37% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.34M |
| 3 |
Jane Street
New York
|
+$1.11M |
| 4 |
AAM
Ameraudi Asset Management
New York
|
+$984K |
| 5 |
G
GenTrust
Miami,
Florida
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.23M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.28M |
| 3 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$245K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$232K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $12K | +$12.3K | +300 | New |
|
|
SSC
52
Syverson Strege & Co
West Des Moines,
Iowa
| $5K | +$5.42K | +132 | New |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$5.46K | +133 | New |
|
|
SCA
54
Snowden Capital Advisors
New York
| $3K | +$3.08K | +75 | New |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$1.28M | -30,203 | Closed |
|
|
KIG
57
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$108K | -2,556 | Closed |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| – | -$80K | -1,890 | Closed |
|
|
AWA
59
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$21K | -517 | Closed |
|
60
Barclays
London,
United Kingdom
| – | -$4K | -100 | Closed |
|
|
MAM
61
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -65 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$82 | +2 | New |
|
FEMS Hedge Fund Activity: Q4 2021 in Review
55 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q4 2021, worth a combined $86.4M — up 10% from $78.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FEMS positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.81M. The largest seller was Private Advisor Group, cutting an estimated $2.23M.
- 55 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q4 2021, up from 50 in Q3 2021.
- Funds reported $86.4M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q4 2021, up 10% quarter-over-quarter.
- 11 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q4 2021 and 6 closed out, a net change of +5 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q4 2021 was Citadel Advisors, an estimated $1.81M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q4 2021 was Private Advisor Group, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2021.