Avantax Advisory Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Avantax Advisory Services’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	$1.43M	Sell	58,165 -2,313	-4%	-$53.7K	0.01%	967
2025 Q1	$1.38M	Sell	60,478 -26,684	-31%	-$602K	0.01%	930
2024 Q4	$1.92M	Buy	87,162 +2,547	+3%	+$58.1K	0.01%	730
2024 Q3	$2.03M	Sell	84,615 -18,193	-18%	-$425K	0.01%	687
2024 Q2	$2.46M	Buy	102,808 +17,013	+20%	+$409K	0.02%	588
2024 Q1	$1.96M	Sell	85,795 -210	-0.2%	-$4.75K	0.02%	542
2023 Q4	$1.9M	Buy	86,005 +13,814	+19%	+$289K	0.02%	517
2023 Q3	$1.51M	Sell	72,191 -2,328	-3%	-$50.8K	0.02%	553
2023 Q2	$1.58M	Buy	74,519 +1,051	+1%	+$22.4K	0.02%	531
2023 Q1	$1.56M	Sell	73,468 -2,848	-4%	-$61.3K	0.02%	516
2022 Q4	$1.6M	Buy	76,316 +4,836	+7%	+$96.8K	0.02%	483
2022 Q3	$1.32M	Buy	71,480 +1,102	+2%	+$23.1K	0.02%	480
2022 Q2	$1.5M	Buy	70,378 +3,538	+5%	+$83.6K	0.02%	446
2022 Q1	$1.67M	Buy	66,840 +490	+0.7%	+$12.6K	0.02%	417
2021 Q4	$1.73M	Sell	66,350 -20,053	-23%	-$523K	0.03%	392
2021 Q3	$2.32M	Sell	86,403 -90,584	-51%	-$2.49M	0.04%	311
2021 Q2	$4.94M	Buy	176,987 +11,947	+7%	+$333K	0.09%	173
2021 Q1	$4.36M	Buy	165,040 +25,273	+18%	+$670K	0.09%	172
2020 Q4	$3.53M	Buy	139,767 +7,719	+6%	+$178K	0.08%	171
2020 Q3	$2.86M	Buy	132,048 +11,708	+10%	+$267K	0.05%	293
2020 Q2	$2.52M	Buy	120,340 +27,654	+30%	+$549K	0.07%	183
2020 Q1	$1.63M	Buy	92,686 +50,764	+121%	+$1.19M	0.05%	222
2019 Q4	$1.11M	Buy	+41,922	New	+$1.03M	0.03%	308

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avantax Advisory Services's FEM Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 3.8% in Q2 2025, selling an estimated $53.7K and leaving 58,165 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #967.

Avantax Advisory Services first reported a position in FEM in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.94M in Q2 2021. 103 funds tracked by Wall St. Rank hold FEM as of Q2 2025.

Avantax Advisory Services held 58,165 shares of First Trust Emerging Markets AlphaDEX Fund worth $1.43M as of Q2 2025.
Avantax Advisory Services sold 2,313 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2025, an estimated $53.7K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #967 holding.
Avantax Advisory Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $4.94M in Q2 2021.
103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.