Cyndeo Wealth Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Cyndeo Wealth Partners’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	-10,343	Closed	-$254K	–	486
2025 Q2	$254K	Hold	10,343	–	–	0.02%	416
2025 Q1	$236K	Hold	10,343	–	–	0.02%	414
2024 Q4	$228K	Hold	10,343	–	–	0.02%	413
2024 Q3	$248K	Hold	10,343	–	–	0.02%	405
2024 Q2	$248K	Hold	10,343	–	–	0.02%	357
2024 Q1	$237K	Hold	10,343	–	–	0.02%	353
2023 Q4	$229K	Hold	10,343	–	–	0.02%	338
2023 Q3	$216K	Hold	10,343	–	–	0.02%	315
2023 Q2	$219K	Buy	+10,343	New	+$221K	0.02%	303

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

Cyndeo Wealth Partners's FEM Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2025, closing a stake of 10,343 shares — an estimated $254K sold.

Cyndeo Wealth Partners first reported a position in FEM in Q2 2023 and held it in 9 quarters. The position peaked at $254K in Q2 2025. 108 funds tracked by Wall St. Rank hold FEM as of Q3 2025.

Cyndeo Wealth Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 10,343 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2025, an estimated $254K.
Cyndeo Wealth Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2023 and held it in 9 quarters.
Cyndeo Wealth Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $254K in Q2 2025.
108 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.