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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

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Wells Fargo
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EWM
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UBS Group
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SA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return