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First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS

Overview Fund Activity

75 hedge funds and large institutions have $210M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.16M
2
Wells Fargo
2
Wells Fargo
California
$36M
3
LPL Financial
3
LPL Financial
California
$16.5M
4
CPG
4
Cornerstone Planning Group
New Jersey
$9.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.65M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.74M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
PAG
3
Private Advisor Group
New Jersey
$4.9M
4
TC
4
TownSquare Capital
Utah
$271K
5
Morgan Stanley
5
Morgan Stanley
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$227K +$528 +13 +0.2%
LFAS
52
Level Four Advisory Services
Texas
$207K -$39K -961 -16%
SWM
53
Spire Wealth Management
Virginia
$201K +$3.33K +82 +2%
PB
54
Pinnacle Bancorp
Nebraska
$198K – – –
PS
55
Principal Securities
Iowa
$173K -$4.87K -120 -3%
MRCM
56
M&R Capital Management
New Jersey
$140K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$89.3K -$284 -7 -0.3%
Comerica Bank
58
Comerica Bank
Texas
$88.3K -$33.5K -825 -28%
IGWM
59
ICA Group Wealth Management
Colorado
$65.2K +$812 +20 +1%
GRP
60
Global Retirement Partners
California
$61.3K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$53.1K +$53.1K +1,287 New
IAIM
62
International Assets Investment Management
Florida
$45.3K +$45.3K +1,116 New
HI
63
Harbour Investments
Wisconsin
$24.9K +$16K +394 +179%
OWA
64
Opal Wealth Advisors
New York
$21.5K +$21.5K +530 New
HCP
65
Hexagon Capital Partners
Arkansas
$16.9K – – –
FFA
66
Farther Finance Advisors
California
$15K -$5.1K -127 -25%
CPA
67
Clear Point Advisors
New York
$8.62K +$81 +2 +1%
AF
68
Allworth Financial
California
$5.58K – – –
PIS
69
POM Investment Strategies
North Carolina
$4.24K -$26.4K -648 -86%
BTI
70
Blue Trust Inc
Georgia
$3.27K – – –
Citigroup
71
Citigroup
New York
$3.04K +$3.04K +75 New
IA
72
IFP Advisors
Florida
$2.44K – – –
DCM
73
Davis Capital Management
Florida
$1.36K +$1.36K +34 New
JWA
74
JFS Wealth Advisors
Pennsylvania
$42 – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$41 +$41 +1 New
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3
4