AFG
FEM icon

ABLE Financial Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

ABLE Financial Group’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
Q1 		$253K Sell
8,434
-852
-9% -$25.4K 0.05% 183
2025
Q4 		$254K Sell
9,286
-100
-1% -$2.69K 0.05% 181
2025
Q3 		$254K Buy
9,386
+295
+3% +$7.65K 0.06% 178
2025
Q2 		$223K Sell
9,091
-62
-0.7% -$1.44K 0.05% 192
2025
Q1 		$209K Sell
9,153
-140
-2% -$3.16K 0.06% 190
2024
Q4 		$205K Sell
9,293
-78
-0.8% -$1.78K 0.06% 190
2024
Q3 		$225K Sell
9,371
-423
-4% -$9.88K 0.07% 174
2024
Q2 		$234K Sell
9,794
-777
-7% -$18.7K 0.08% 154
2024
Q1 		$242K Sell
10,571
-451
-4% -$10.2K 0.1% 141
2023
Q4 		$244K Sell
11,022
-109
-1% -$2.28K 0.11% 134
2023
Q3 		$232K Buy
11,131
+23
+0.2% +$502 0.12% 119
2023
Q2 		$235K Buy
+11,108
New +$237K 0.12% 121

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return