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First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS

Overview Fund Activity

67 hedge funds and large institutions have $176M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
26
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWG
Beta Wealth Group
California
+$8.75M
2
FTUS
Flow Traders U.S.
New York
+$1.17M
3
CPG
Cornerstone Planning Group
New Jersey
+$911K
4
Bank of America
Bank of America
North Carolina
+$893K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$865K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$3.83M
2
Morgan Stanley
Morgan Stanley
New York
-$3.21M
3
MFG
Merit Financial Group
Georgia
-$3.1M
4
Wells Fargo
Wells Fargo
California
-$2.82M
5
IAA
Independent Advisor Alliance
North Carolina
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
51
Principal Securities
Iowa
$180K – – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$76.2K -$5.09K -137 -6%
Comerica Bank
53
Comerica Bank
Texas
$68.7K -$5.84K -157 -8%
GWM
54
Geneos Wealth Management
Colorado
$59.4K +$59.4K +1,599 New
BTI
55
Blue Trust Inc
Georgia
$39K -$3.23K -87 -8%
IWM
56
IMG Wealth Management
Florida
$22.3K – – –
HCP
57
Hexagon Capital Partners
Arkansas
$15.5K – – –
FFA
58
Farther Finance Advisors
California
$14K – – –
HI
59
Harbour Investments
Wisconsin
$13.2K – – –
GWS
60
Glassman Wealth Services
Virginia
$9.48K +$9.48K +255 New
IA
61
IFP Advisors
Florida
$7.81K +$5.58K +150 +250%
CCM
62
Coldstream Capital Management
Washington
$5.58K +$5.58K +150 New
AF
63
Allworth Financial
California
$4.99K – – –
Russell Investments Group
64
Russell Investments Group
United Kingdom
$2.12K – – –
DCM
65
Davis Capital Management
Florida
$1.26K – – –
Citigroup
66
Citigroup
New York
$929 – – –
JWA
67
JFS Wealth Advisors
Pennsylvania
$39 – – –
MFG
68
Merit Financial Group
Georgia
– -$3.1M -82,130 Closed
IAA
69
Independent Advisor Alliance
North Carolina
– -$2.8M -74,261 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$1.08M -28,677 Closed
MA
71
Mutual Advisors
Nebraska
– -$375K -10,235 Closed
GIA
72
Gladstone Institutional Advisory
Florida
– -$235K -6,219 Closed
TSS
73
Two Sigma Securities
New York
– -$215K -5,688 Closed
PIS
74
POM Investment Strategies
North Carolina
– -$3.92K -104 Closed
CFB
75
Cullen/Frost Bankers
Texas
– -$3.85K -102 Closed
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