Atria Investments’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Atria Investments’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	$3.97M	Buy	124,183 +5,710	+5%	+$185K	0.04%	465
2026 Q1	$3.55M	Buy	118,473 +18,825	+19%	+$561K	0.04%	481
2025 Q4	$2.73M	Sell	99,648 -8,881	-8%	-$239K	0.03%	599
2025 Q3	$2.94M	Buy	108,529 +16,525	+18%	+$429K	0.03%	573
2025 Q2	$2.26M	Buy	92,004 +19,265	+26%	+$448K	0.03%	676
2025 Q1	$1.66M	Buy	72,739 +2,947	+4%	+$66.5K	0.02%	780
2024 Q4	$1.54M	Buy	69,792 +8,811	+14%	+$201K	0.02%	794
2024 Q3	$1.46M	Buy	60,981 +6,151	+11%	+$144K	0.02%	791
2024 Q2	$1.31M	Buy	54,830 +3,070	+6%	+$73.8K	0.02%	808
2024 Q1	$1.18M	Buy	+51,760	New	+$1.17M	0.02%	883

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

Atria Investments's FEM Position: Q2 2026 in Review

Atria Investments increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 4.8% in Q2 2026, buying an estimated $185K and bringing the position to 124,183 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #465.

Atria Investments first reported a position in FEM in Q1 2024 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Atria Investments held 124,183 shares of First Trust Emerging Markets AlphaDEX Fund worth $3.97M as of Q2 2026.
Atria Investments bought 5,710 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $185K.
First Trust Emerging Markets AlphaDEX Fund made up 0.04% of Atria Investments's portfolio in Q2 2026, its #465 holding.
Atria Investments first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.