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Capital A Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-47
Closed -$1.03K – 774
2024
Q4 		$1.03K Buy
+47
New +$1.07K ﹤0.01% 559

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Capital A Wealth Management's FEM Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2025, closing a stake of 47 shares — an estimated $1.03K sold.

Capital A Wealth Management first reported a position in FEM in Q4 2024 and held it in 1 quarter. The position peaked at $1.03K in Q4 2024. 100 funds tracked by Wall St. Rank hold FEM as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 47 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2025, an estimated $1.03K.
  • Capital A Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.03K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.