First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
58 hedge funds and large institutions have $106M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more capital invested
Capital invested by funds: $59M → $106M (+$46.8M)
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
23% more funds holding
Funds holding: 47 → 58 (+11)
11.43% more ownership
Funds ownership: 55.22% → 66.65% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.3M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.97M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$552K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$441K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$319K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$243K |
| 5 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$95.2K |
FEMS Hedge Fund Activity: Q4 2022 in Review
58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q4 2022, worth a combined $106M — up 79% from $59M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FEMS positions and 4 closed out — a net gain of 11 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $552K sold.
- 58 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q4 2022, up from 47 in Q3 2022.
- Funds reported $106M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q4 2022, up 79% quarter-over-quarter.
- 15 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q4 2022 and 4 closed out, a net change of +11 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q4 2022 was Morgan Stanley, an estimated $10.3M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q4 2022 was Arkadios Wealth Advisors, an estimated $552K sold.
Based on aggregated 13F filings for Q4 2022.