First Trust Emerging Markets AlphaDEX Fund (FEM)

• Market cap: $370M
• 1 day: 0.41%
• 5 days: 4.30%
• 1 month: -8.58%
• 3 months: -0.77%
• 6 months: -3.45%
• Year to date: -0.64%
• 1 year: -4.63%
• 5 years: 14.16%
• 10 years: -10.05%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

2% less funds holding

Funds holding: 110 [Q3] → 108 (-2) [Q4]

3.27% less ownership

Funds ownership: 79.58% [Q3] → 76.31% (-3.27%) [Q4]

7% less capital invested

Capital invested by funds: $330M [Q3] → $306M (-$24.1M) [Q4]