FEMS icon

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, 23 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
23
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.6M -$1.84M -45,217 -8%
LPL Financial
2
LPL Financial
California
$16.7M -$665K -16,380 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$15.2M -$3.32M -81,851 -18%
Wells Fargo
4
Wells Fargo
California
$14.4M -$4.79M -117,893 -25%
OMC
5
Old Mission Capital
Illinois
$9.62M +$4.29M +105,667 +81%
BWG
6
Beta Wealth Group
California
$7.85M -$1.71M -42,156 -18%
UBS Group
7
UBS Group
Switzerland
$6.56M +$26.5K +652 +0.4%
6F
8
626 Financial
Michigan
$6.48M -$15.5K -381 -0.2%
AAP
9
Arax Advisory Partners
Colorado
$5.05M +$1.42M +35,046 +39%
IWC
10
Integrated Wealth Concepts
Massachusetts
$4.83M +$203K +5,004 +4%
PAG
11
Private Advisor Group
New Jersey
$4.48M +$38K +935 +0.9%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$4.16M +$486K +12,129 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.38M +$240K +5,914 +8%
CPG
14
Cornerstone Planning Group
New Jersey
$3.25M -$9.75M -233,097 -75%
AIC
15
Archer Investment Corporation
Indiana
$2.73M +$3.78K +93 +0.1%
NA
16
NewEdge Advisors
Louisiana
$2.69M -$240K -5,902 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.58M -$245K -6,042 -9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.53M -$42K -1,033 -2%
TPA
19
Trivium Point Advisory
Connecticut
$2.43M +$130K +3,196 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.07M -$120K -3,193 -5%
Stifel Financial
21
Stifel Financial
Missouri
$1.9M +$30.7K +757 +2%
QCIG
22
Quad-Cities Investment Group
Iowa
$1.84M +$15.5K +382 +0.8%
VA
23
VestGen Advisors
Illinois
$1.71M -$18.3K -450 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.43M -$2.5M -61,589 -64%
HAS
25
HBW Advisory Services
California
$1.42M +$61.8K +1,522 +5%