ABLE Financial Group
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
Q3 		$289K Sell
8,961
-518
-5% -$16.7K 0.05% 185
2026
Q2 		$303K Buy
9,479
+1,045
+12% +$33.8K 0.05% 175
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% -$9.9K 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

TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ABLE Financial Group's FEM Position: Q3 2026 in Review

ABLE Financial Group reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 5.5% in Q3 2026, selling an estimated $16.7K and leaving 8,961 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #185.

ABLE Financial Group first reported a position in FEM in Q2 2023 and has held it in 14 quarters since. The position peaked at $303K in Q2 2026. 23 funds tracked by Wall St. Rank hold FEM as of Q3 2026.

  • ABLE Financial Group held 8,961 shares of First Trust Emerging Markets AlphaDEX Fund worth $289K as of Q3 2026.
  • ABLE Financial Group sold 518 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2026, an estimated $16.7K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.05% of ABLE Financial Group's portfolio in Q3 2026, its #185 holding.
  • ABLE Financial Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $303K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.