Baird Financial Group
FEMS icon

Baird Financial Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Baird Financial Group’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Buy
68,862
+27,974
+68% +$1.31M ﹤0.01% 937
2026
Q1 		$1.86M Buy
40,888
+9,792
+31% +$445K ﹤0.01% 1073
2025
Q4 		$1.31M Buy
31,096
+368
+1% +$15.6K ﹤0.01% 1162
2025
Q3 		$1.36M Sell
30,728
-55
-0.2% -$2.35K ﹤0.01% 1163
2025
Q2 		$1.25M Buy
30,783
+739
+2% +$28.1K ﹤0.01% 1155
2025
Q1 		$1.12M Sell
30,044
-214
-0.7% -$8.07K ﹤0.01% 1139
2024
Q4 		$1.14M Sell
30,258
-108
-0.4% -$4.23K ﹤0.01% 1146
2024
Q3 		$1.25M Buy
30,366
+2,343
+8% +$93.9K ﹤0.01% 1106
2024
Q2 		$1.14M Sell
28,023
-155
-0.6% -$6.23K ﹤0.01% 1126
2024
Q1 		$1.09M Sell
28,178
-81
-0.3% -$3.11K ﹤0.01% 1140
2023
Q4 		$1.09M Buy
28,259
+151
+0.5% +$5.63K ﹤0.01% 1109
2023
Q3 		$1.08M Sell
28,108
-108
-0.4% -$4.14K ﹤0.01% 1090
2023
Q2 		$1.03M Buy
28,216
+8,190
+41% +$300K ﹤0.01% 1105
2023
Q1 		$745K Buy
+20,026
New +$772K ﹤0.01% 1189
2022
Q1 		– Sell
-8,098
Closed -$325K – 1850
2021
Q4 		$325K Buy
8,098
+55
+0.7% +$2.26K ﹤0.01% 1638
2021
Q3 		$340K Buy
8,043
+72
+0.9% +$3.21K ﹤0.01% 1618
2021
Q2 		$372K Buy
7,971
+129
+2% +$5.88K ﹤0.01% 1508
2021
Q1 		$341K Sell
7,842
-417
-5% -$18K ﹤0.01% 1475
2020
Q4 		$339K Buy
+8,259
New +$302K ﹤0.01% 1336
2018
Q3 		– Sell
-6,036
Closed -$231K – 1336
2018
Q2 		$231K Buy
6,036
+68
+1% +$2.83K ﹤0.01% 1213
2018
Q1 		$268K Buy
+5,968
New +$269K ﹤0.01% 1149

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Baird Financial Group's FEMS Position: Q2 2026 in Review

Baird Financial Group increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 68% in Q2 2026, buying an estimated $1.31M and bringing the position to 68,862 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Baird Financial Group first reported a position in FEMS in Q1 2018 and has held it in 21 quarters since. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

  • Baird Financial Group held 68,862 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $3.14M as of Q2 2026.
  • Baird Financial Group bought 27,974 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $1.31M.
  • First Trust Emerging Markets Small Cap AlphaDEX Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #937 holding.
  • Baird Financial Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2018 and has held it in 21 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.