We are live on ! Find out more
FEMS icon

First Trust Emerging Markets Small Cap AlphaDEX Fund

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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

5.64% more ownership

Funds ownership: 63.47%69.11% (+5.6%)

3% less capital invested

Capital invested by funds: $181M → $176M (-$4.92M)

3% less funds holding

Funds holding: 6967 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$180K
JP Morgan Chase
52
JP Morgan Chase
New York
$76.2K -$5.17K -137 -6%
Comerica Bank
53
Comerica Bank
Texas
$68.7K -$5.92K -157 -8%
GWM
54
Geneos Wealth Management
Colorado
$59.4K +$60.3K +1,599 New
BTI
55
Blue Trust Inc
Georgia
$39K -$3.28K -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 +$9.61K +255 New
IA
61
IFP Advisors
Florida
$7.81K +$5.66K +150 +250%
CCM
62
Coldstream Capital Management
Washington
$5.58K +$5.66K +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

FEMS Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q1 2025, worth a combined $176M — down 2.7% from $181M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FEMS and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Beta Wealth Group, opening a new position worth an estimated $8.88M. The largest seller was Raymond James Financial, cutting an estimated $3.89M.

  • 67 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $176M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 7 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q1 2025 and 8 closed out, a net change of -1 holder.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q1 2025 was Beta Wealth Group, an estimated $8.88M added.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q1 2025 was Raymond James Financial, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2025.