Capital Analysts LLC’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-1,514	Closed	-$37K	–	1440
2025 Q2	$37K	Buy	1,514 +579	+62%	+$13.5K	﹤0.01%	882
2025 Q1	$21K	Buy	+935	New	+$21.1K	﹤0.01%	983
2020 Q1	–	Sell	-72	Closed	-$2K	–	702
2019 Q4	$2K	Hold	72	–	–	﹤0.01%	666
2019 Q3	$1K	Hold	72	–	–	﹤0.01%	669
2019 Q2	$2K	Hold	72	–	–	﹤0.01%	633
2019 Q1	$1K	Hold	72	–	–	﹤0.01%	629
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	547
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	520
2018 Q2	$2K	Hold	72	–	–	﹤0.01%	543
2018 Q1	$2K	Buy	+72	New	+$2.13K	﹤0.01%	526

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Analysts LLC's FEM Position: Q3 2025 in Review

Capital Analysts LLC sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2025, closing a stake of 1,514 shares — an estimated $37K sold.

Capital Analysts LLC first reported a position in FEM in Q1 2018 and held it in 10 quarters. The position peaked at $37K in Q2 2025. 108 funds tracked by Wall St. Rank hold FEM as of Q3 2025.

Capital Analysts LLC reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 1,514 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2025, an estimated $37K.
Capital Analysts LLC first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 10 quarters.
Capital Analysts LLC's First Trust Emerging Markets AlphaDEX Fund position peaked at $37K in Q2 2025.
108 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.