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Balboa Wealth Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Balboa Wealth Partners’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 		– Sell
-9,206
Closed -$276K – 483
2026
Q1 		$276K Buy
9,206
+817
+10% +$24.3K 0.05% 325
2025
Q4 		$229K Buy
+8,389
New +$226K 0.04% 348

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balboa Wealth Partners's FEM Position: Q2 2026 in Review

Balboa Wealth Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026, closing a stake of 9,206 shares — an estimated $276K sold.

Balboa Wealth Partners first reported a position in FEM in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Balboa Wealth Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 9,206 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $276K.
  • Balboa Wealth Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Balboa Wealth Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $276K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.