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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-29,543
Closed -$675K – 1601
2025
Q1 		$675K Buy
29,543
+6,490
+28% +$146K 0.01% 1050
2024
Q4 		$508K Sell
23,053
-19,216
-45% -$439K 0.01% 1274
2024
Q3 		$1.01M Buy
42,269
+8,316
+24% +$194K 0.01% 911
2024
Q2 		$813K Buy
33,953
+9,670
+40% +$232K 0.01% 992
2024
Q1 		$555K Buy
24,283
+3,450
+17% +$78.1K 0.01% 1210
2023
Q4 		$461K Buy
20,833
+714
+4% +$14.9K 0.01% 1259
2023
Q3 		$420K Buy
20,119
+802
+4% +$17.5K 0.01% 1219
2023
Q2 		$409K Buy
19,317
+4,480
+30% +$95.5K 0.01% 1255
2023
Q1 		$315K Sell
14,837
-9,329
-39% -$201K ﹤0.01% 1385
2022
Q4 		$508K Sell
24,166
-2,433
-9% -$48.7K 0.01% 1071
2022
Q3 		$492K Sell
26,599
-25,983
-49% -$545K 0.01% 1025
2022
Q2 		$1.12M Sell
52,582
-18,182
-26% -$429K 0.02% 649
2022
Q1 		$1.78M Buy
+70,764
New +$1.82M 0.03% 516

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's FEM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2025, closing a stake of 29,543 shares — an estimated $675K sold.

Atria Wealth Solutions first reported a position in FEM in Q1 2022 and held it in 13 quarters. The position peaked at $1.78M in Q1 2022. 103 funds tracked by Wall St. Rank hold FEM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 29,543 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2025, an estimated $675K.
  • Atria Wealth Solutions first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.78M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.