Belpointe Asset Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Belpointe Asset Management’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	$281K	Buy	8,785 +115	+1%	+$3.72K	0.01%	925
2026 Q1	$260K	Buy	+8,670	New	+$258K	0.01%	914
2023 Q2	–	Sell	-1,566	Closed	-$33.2K	–	1491
2023 Q1	$33.2K	Sell	1,566 -487	-24%	-$10.5K	﹤0.01%	1987
2022 Q4	$43.2K	Buy	+2,053	New	+$41.1K	﹤0.01%	1696

Other funds holding FEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Belpointe Asset Management's FEM Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.3% in Q2 2026, buying an estimated $3.72K and bringing the position to 8,785 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #925.

Belpointe Asset Management first reported a position in FEM in Q4 2022 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Belpointe Asset Management held 8,785 shares of First Trust Emerging Markets AlphaDEX Fund worth $281K as of Q2 2026.
Belpointe Asset Management bought 115 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $3.72K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #925 holding.
Belpointe Asset Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 4 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.