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Benjamin Edwards Inc’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Benjamin Edwards Inc’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 		$4.75M Buy
148,318
+7,161
+5% +$232K 0.04% 357
2026
Q1 		$4.23M Buy
141,157
+55,614
+65% +$1.66M 0.04% 376
2025
Q4 		$2.34M Buy
85,543
+15,052
+21% +$405K 0.03% 463
2025
Q3 		$1.91M Buy
70,491
+6,848
+11% +$178K 0.02% 499
2025
Q2 		$1.56M Buy
63,643
+10,384
+19% +$241K 0.02% 505
2025
Q1 		$1.22M Buy
53,259
+1,259
+2% +$28.4K 0.02% 528
2024
Q4 		$1.15M Buy
52,000
+16,141
+45% +$368K 0.02% 568
2024
Q3 		$859K Buy
35,859
+28,869
+413% +$674K 0.01% 637
2024
Q2 		$167K Sell
6,990
-1,984
-22% -$47.7K 0.03% 369
2024
Q1 		$205K Sell
8,974
-599
-6% -$13.6K 0.04% 333
2023
Q4 		$212K Buy
9,573
+378
+4% +$7.9K 0.05% 310
2023
Q3 		$192K Buy
9,195
+147
+2% +$3.21K 0.05% 288
2023
Q2 		$192K Buy
9,048
+2,469
+38% +$52.6K 0.04% 277
2023
Q1 		$139K Buy
6,579
+3,868
+143% +$83.2K 0.03% 325
2022
Q4 		$57K Sell
2,711
-125
-4% -$2.5K 0.02% 409
2022
Q3 		$52K Sell
2,836
-166
-6% -$3.48K 0.02% 416
2022
Q2 		$64K Buy
3,002
+17
+0.6% +$402 0.02% 404
2022
Q1 		$75K Buy
2,985
+19
+0.6% +$489 0.02% 406
2021
Q4 		$77K Buy
2,966
+20
+0.7% +$522 0.02% 380
2021
Q3 		$79K Sell
2,946
-1,125
-28% -$30.9K 0.05% 252
2021
Q2 		$114K Sell
4,071
-1,621
-28% -$45.2K 0.08% 203
2021
Q1 		$150K Buy
5,692
+174
+3% +$4.61K 0.11% 176
2020
Q4 		$139K Buy
5,518
+924
+20% +$21.3K 0.11% 171
2020
Q3 		$99K Buy
4,594
+631
+16% +$14.4K 0.08% 169
2020
Q2 		$83K Buy
3,963
+1,426
+56% +$28.3K 0.07% 165
2020
Q1 		$45K Buy
+2,537
New +$59.7K 0.05% 179

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 22.96% 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

Benjamin Edwards Inc's FEM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 5.1% in Q2 2026, buying an estimated $232K and bringing the position to 148,318 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #357.

Benjamin Edwards Inc first reported a position in FEM in Q1 2020 and has held it in 26 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Benjamin Edwards Inc held 148,318 shares of First Trust Emerging Markets AlphaDEX Fund worth $4.75M as of Q2 2026.
  • Benjamin Edwards Inc bought 7,161 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $232K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #357 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.