Arkadios Wealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Arkadios Wealth Advisors’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	$433K	Buy	13,547 +3,285	+32%	+$106K	0.01%	1203
2026 Q1	$307K	Buy	10,262 +2,648	+35%	+$78.9K	0.01%	1350
2025 Q4	$208K	Buy	+7,614	New	+$205K	﹤0.01%	1434
2021 Q4	–	Sell	-1,781	Closed	-$47K	–	976
2021 Q3	$47K	Sell	1,781 -16,684	-90%	-$458K	0.01%	889
2021 Q2	$516K	Buy	18,465 +114	+0.6%	+$3.18K	0.06%	328
2021 Q1	$484K	Sell	18,351 -36,914	-67%	-$979K	0.08%	253
2020 Q4	$1.4M	Buy	55,265 +50,662	+1,101%	+$1.17M	0.29%	90
2020 Q3	$101K	Sell	4,603 -2,241	-33%	-$51K	0.05%	289
2020 Q2	$155K	Buy	6,844 +310	+5%	+$6.15K	0.09%	186
2020 Q1	$115K	Sell	6,534 -382	-6%	-$8.98K	0.07%	220
2019 Q4	$178K	Buy	+6,916	New	+$170K	0.11%	166

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

Arkadios Wealth Advisors's FEM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 32% in Q2 2026, buying an estimated $106K and bringing the position to 13,547 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #1203.

Arkadios Wealth Advisors first reported a position in FEM in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2020. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Arkadios Wealth Advisors held 13,547 shares of First Trust Emerging Markets AlphaDEX Fund worth $433K as of Q2 2026.
Arkadios Wealth Advisors bought 3,285 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $106K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1203 holding.
Arkadios Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and has held it in 11 quarters since.
Arkadios Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.4M in Q4 2020.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.