Cascade Investment Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Cascade Investment Group’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	$345K	Buy	+10,797	New	+$349K	0.19%	112

Other funds holding FEM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Cascade Investment Group's FEM Position: Q2 2026 in Review

Cascade Investment Group opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026: 10,797 shares worth $345K. The stake represents 0.19% of the portfolio and ranks #112 among its holdings.

153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Cascade Investment Group held 10,797 shares of First Trust Emerging Markets AlphaDEX Fund worth $345K as of Q2 2026.
First Trust Emerging Markets AlphaDEX Fund was a new Cascade Investment Group position in Q2 2026.
First Trust Emerging Markets AlphaDEX Fund made up 0.19% of Cascade Investment Group's portfolio in Q2 2026, its #112 holding.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.