First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
45 hedge funds and large institutions have $107M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
41% more capital invested
Capital invested by funds: $76M → $107M (+$30.9M)
15% more funds holding
Funds holding: 39 → 45 (+6)
4.54% more ownership
Funds ownership: 37.81% → 42.35% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.45M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$5.44M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.4M |
| 4 |
Morgan Stanley
New York
|
+$1.61M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.03M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$477K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$260K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$33K |
FEMS Hedge Fund Activity: Q3 2017 in Review
45 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q3 2017, worth a combined $107M — up 41% from $76M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FEMS positions and 5 closed out — a net gain of 8 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $6.45M. The largest seller was Old Mission Capital, cutting an estimated $2.03M.
- 45 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q3 2017, up from 39 in Q2 2017.
- Funds reported $107M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q3 2017, up 41% quarter-over-quarter.
- 13 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q3 2017 and 5 closed out, a net change of +8 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q3 2017 was Jane Street, an estimated $6.45M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q3 2017 was Old Mission Capital, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2017.