Bank of Montreal’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Bank of Montreal’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 Q1	$49.3K	Buy	+1,645	New	+$49K	﹤0.01%	3298
2024 Q1	–	Sell	-49,263	Closed	-$1.07M	–	4007
2023 Q4	$1.07M	Buy	+49,263	New	+$1.03M	﹤0.01%	1999
2023 Q1	–	Sell	-25,849	Closed	-$546K	–	3908
2022 Q4	$546K	Buy	+25,849	New	+$518K	﹤0.01%	2557

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

EWM

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

Bank of Montreal's FEM Position: Q1 2026 in Review

Bank of Montreal opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2026: 1,645 shares worth $49.3K. The stake represents ﹤0.01% of the portfolio and ranks #3298 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FEM as recently as Q4 2023.

Bank of Montreal first reported a position in FEM in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2023. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

Bank of Montreal held 1,645 shares of First Trust Emerging Markets AlphaDEX Fund worth $49.3K as of Q1 2026.
First Trust Emerging Markets AlphaDEX Fund was a new Bank of Montreal position in Q1 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3298 holding.
Bank of Montreal first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
Bank of Montreal's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.07M in Q4 2023.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.