Cambridge Investment Research Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Cambridge Investment Research Advisors’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	$13.3M	Buy	443,763 +4,442	+1%	+$132K	0.03%	508
2025 Q4	$12M	Sell	439,321 -6,473	-1%	-$174K	0.03%	516
2025 Q3	$12.1M	Buy	445,794 +23,235	+5%	+$603K	0.03%	501
2025 Q2	$10.4M	Buy	422,559 +227,947	+117%	+$5.3M	0.03%	528
2025 Q1	$4.45M	Buy	194,612 +8,503	+5%	+$192K	0.02%	867
2024 Q4	$4.1M	Buy	186,109 +5,310	+3%	+$121K	0.01%	912
2024 Q3	$4.33M	Buy	180,799 +11,669	+7%	+$273K	0.01%	879
2024 Q2	$4.05M	Buy	169,130 +5,216	+3%	+$125K	0.02%	868
2024 Q1	$3.75M	Buy	163,914 +33,820	+26%	+$765K	0.01%	912
2023 Q4	$2.88M	Sell	130,094 -55,612	-30%	-$1.16M	0.01%	993
2023 Q3	$3.88M	Sell	185,706 -213,115	-53%	-$4.65M	0.02%	789
2023 Q2	$8.45M	Buy	398,821 +135,408	+51%	+$2.89M	0.04%	441
2023 Q1	$5.58M	Buy	263,413 +45,961	+21%	+$989K	0.03%	580
2022 Q4	$4.57M	Sell	217,452 -19,139	-8%	-$383K	0.02%	645
2022 Q3	$4.38M	Buy	236,591 +18,393	+8%	+$385K	0.02%	633
2022 Q2	$4.66M	Buy	218,198 +5,770	+3%	+$136K	0.03%	613
2022 Q1	$5.34M	Buy	212,428 +1,219	+0.6%	+$31.4K	0.02%	608
2021 Q4	$5.51M	Buy	211,209 +55,626	+36%	+$1.45M	0.02%	600
2021 Q3	$4.19M	Sell	155,583 -19,293	-11%	-$530K	0.02%	687
2021 Q2	$4.89M	Buy	174,876 +7,315	+4%	+$204K	0.02%	627
2021 Q1	$4.42M	Buy	167,561 +3,046	+2%	+$80.8K	0.02%	613
2020 Q4	$4.16M	Buy	164,515 +5,726	+4%	+$132K	0.02%	592
2020 Q3	$3.44M	Sell	158,789 -5,435	-3%	-$124K	0.02%	577
2020 Q2	$3.45M	Buy	164,224 +13,012	+9%	+$258K	0.03%	555
2020 Q1	$2.66M	Sell	151,212 -3,060	-2%	-$72K	0.03%	554
2019 Q4	$4.09M	Buy	154,272 +9,694	+7%	+$239K	0.03%	537
2019 Q3	$3.4M	Buy	144,578 +6,523	+5%	+$158K	0.03%	556
2019 Q2	$3.48M	Sell	138,055 -20,779	-13%	-$506K	0.03%	525
2019 Q1	$3.98M	Buy	158,834 +52,957	+50%	+$1.31M	0.04%	447
2018 Q4	$2.42M	Sell	105,877 -8,291	-7%	-$194K	0.03%	567
2018 Q3	$2.86M	Sell	114,168 -64,240	-36%	-$1.63M	0.03%	558
2018 Q2	$4.61M	Buy	178,408 +130,392	+272%	+$3.67M	0.05%	362
2018 Q1	$1.41M	Buy	48,016 +28,716	+149%	+$848K	0.02%	772
2017 Q4	$538K	Buy	19,300 +6,722	+53%	+$184K	0.01%	1286
2017 Q3	$344K	Buy	+12,578	New	+$327K	﹤0.01%	1473
2017 Q1	–	Sell	-44,948	Closed	-$913K	–	1781
2016 Q4	$913K	Buy	+44,948	New	+$919K	0.02%	725
2014 Q4	–	Sell	-9,447	Closed	-$224K	–	1402
2014 Q3	$224K	Buy	9,447 +790	+9%	+$20.3K	0.01%	1237
2014 Q2	$218K	Buy	+8,657	New	+$212K	0.01%	1158

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

Cambridge Investment Research Advisors's FEM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1% in Q1 2026, buying an estimated $132K and bringing the position to 443,763 shares worth $13.3M. The position accounts for 0.03% of the portfolio, ranked #508.

Cambridge Investment Research Advisors first reported a position in FEM in Q2 2014 and has held it in 38 quarters since. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

Cambridge Investment Research Advisors held 443,763 shares of First Trust Emerging Markets AlphaDEX Fund worth $13.3M as of Q1 2026.
Cambridge Investment Research Advisors bought 4,442 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2026, an estimated $132K.
First Trust Emerging Markets AlphaDEX Fund made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #508 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2014 and has held it in 38 quarters since.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.