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First Trust Emerging Markets Small Cap AlphaDEX Fund

62 hedge funds and large institutions have $163M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.3% less ownership

Funds ownership: 69.11%65.81% (-3.3%)

7% less capital invested

Capital invested by funds: $176M → $163M (-$12.7M)

7% less funds holding

Funds holding: 6762 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
24
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$168K -$29.4K -772 -16%
SPIA
52
Steward Partners Investment Advisory
New York
$162K -$8.71M -228,830 -98%
Comerica Bank
53
Comerica Bank
Texas
$74K -$990 -26 -1%
AAS
54
Ameritas Advisory Services
Nebraska
$60.7K +$56.9K +1,494 New
GRP
55
Global Retirement Partners
California
$53.2K +$49.9K +1,311 New
GWM
56
Geneos Wealth Management
Colorado
$43.3K -$20.3K -533 -33%
FFA
57
Farther Finance Advisors
California
$15.1K
Russell Investments Group
58
Russell Investments Group
United Kingdom
$13.2K +$10.2K +269 +472%
IA
59
IFP Advisors
Florida
$8.53K
HAP
60
Harbor Asset Planning
Massachusetts
$6.97K +$6.55K +172 New
AF
61
Allworth Financial
California
$5.48K
HI
62
Harbour Investments
Wisconsin
$3.95K -$9.86K -259 -73%
FTUS
63
Flow Traders U.S.
New York
-$1.17M -31,495 Closed
JP Morgan Chase
64
JP Morgan Chase
New York
-$76.2K -2,049 Closed
BTI
65
Blue Trust Inc
Georgia
-$39K -1,050 Closed
IWM
66
IMG Wealth Management
Florida
-$22.3K -601 Closed
HCP
67
Hexagon Capital Partners
Arkansas
-$15.5K -416 Closed
GWS
68
Glassman Wealth Services
Virginia
-$9.48K -255 Closed
CCM
69
Coldstream Capital Management
Washington
-$5.58K -150 Closed
Citigroup
70
Citigroup
New York
-$929 -25 Closed
JWA
71
JFS Wealth Advisors
Pennsylvania
-$39 -1 Closed

FEMS Hedge Fund Activity: Q2 2025 in Review

62 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q2 2025, worth a combined $163M — down 7.2% from $176M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FEMS and 5 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Old Mission Capital, adding an estimated $4.02M. The largest seller was Cornerstone Planning Group, cutting an estimated $8.88M.

  • 62 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $163M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 5 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q2 2025 and 9 closed out, a net change of -4 holders.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q2 2025 was Old Mission Capital, an estimated $4.02M added.
  • The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q2 2025 was Cornerstone Planning Group, an estimated $8.88M sold.

Based on aggregated 13F filings for Q2 2025.