Carson Wealth (CWM LLC)’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	24,711 +4,643	+23%	+$211K	﹤0.01%	1476
2025 Q4	$845K	Buy	20,068 +304	+2%	+$12.9K	﹤0.01%	1598
2025 Q3	$873K	Buy	19,764 +235	+1%	+$10K	﹤0.01%	1492
2025 Q2	$793K	Buy	19,529 +247	+1%	+$9.4K	﹤0.01%	1377
2025 Q1	$717K	Buy	19,282 +49	+0.3%	+$1.85K	﹤0.01%	1310
2024 Q4	$726K	Buy	+19,233	New	+$753K	﹤0.01%	1233
2022 Q1	–	Sell	-287	Closed	-$12K	–	3625
2021 Q4	$12K	Buy	+287	New	+$11.8K	﹤0.01%	2241

Other funds holding FEMS

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

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

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

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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FEMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 23% in Q1 2026, buying an estimated $211K and bringing the position to 24,711 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Carson Wealth (CWM LLC) first reported a position in FEMS in Q4 2021 and has held it in 7 quarters since. 68 funds tracked by Wall St. Rank hold FEMS as of Q1 2026.

Carson Wealth (CWM LLC) held 24,711 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $1.13M as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,643 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2026, an estimated $211K.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1476 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2021 and has held it in 7 quarters since.
68 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.