CARLSON FINANCIAL, INC.’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio FEM Stock Details FEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Buy	8,093 +771	+11%	+$25K	0.13%	156
2026 Q1	$219K	Buy	+7,322	New	+$218K	0.13%	156

Other funds holding FEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s FEM Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 11% in Q2 2026, buying an estimated $25K and bringing the position to 8,093 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #156.

CARLSON FINANCIAL, INC. first reported a position in FEM in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

CARLSON FINANCIAL, INC. held 8,093 shares of First Trust Emerging Markets AlphaDEX Fund worth $259K as of Q2 2026.
CARLSON FINANCIAL, INC. bought 771 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $25K.
First Trust Emerging Markets AlphaDEX Fund made up 0.13% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #156 holding.
CARLSON FINANCIAL, INC. first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
152 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.