First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
42 hedge funds and large institutions have $86.7M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
24% more capital invested
Capital invested by funds: $69.7M → $86.7M (+$17M)
5.11% more ownership
Funds ownership: 51.82% → 56.94% (+5.1%)
2% more funds holding
Funds holding: 41 → 42 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.41M |
| 2 |
Morgan Stanley
New York
|
+$2.76M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$2.66M |
| 4 |
Jane Street
New York
|
+$840K |
| 5 |
LPL Financial
San Diego,
California
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.8M |
| 3 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$796K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$667K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$258K |
FEMS Hedge Fund Activity: Q4 2020 in Review
42 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q4 2020, worth a combined $86.7M — up 24% from $69.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FEMS positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.41M. The largest seller was Bank of America, cutting an estimated $11.1M.
- 42 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q4 2020, up from 41 in Q3 2020.
- Funds reported $86.7M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q4 2020, up 24% quarter-over-quarter.
- 7 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q4 2020 and 5 closed out, a net change of +2 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q4 2020 was Royal Bank of Canada, an estimated $5.41M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q4 2020 was Bank of America, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2020.