Dynamic Advisor Solutions
FEM icon

Dynamic Advisor Solutions’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$739K Buy
22,941
+562
+3% +$18.1K 0.02% 541
2026
Q2 		$716K Buy
+22,379
New +$724K 0.02% 573
2024
Q2 		– Sell
-10,266
Closed -$235K – 961
2024
Q1 		$235K Buy
10,266
+96
+0.9% +$2.17K 0.01% 819
2023
Q4 		$224K Sell
10,170
-2,084
-17% -$43.5K 0.01% 805
2023
Q3 		$256K Sell
12,254
-121
-1% -$2.64K 0.01% 708
2023
Q2 		$262K Sell
12,375
-44,343
-78% -$945K 0.01% 663
2023
Q1 		$1.2M Sell
56,718
-17,772
-24% -$382K 0.07% 282
2022
Q4 		$1.57M Buy
74,490
+6,258
+9% +$125K 0.11% 210
2022
Q3 		$1.26M Buy
68,232
+9,737
+17% +$204K 0.1% 214
2022
Q2 		$1.25M Buy
58,495
+22,072
+61% +$521K 0.1% 223
2022
Q1 		$916K Buy
36,423
+8,234
+29% +$212K 0.06% 291
2021
Q4 		$735K Sell
28,189
-672
-2% -$17.5K 0.05% 338
2021
Q3 		$777K Buy
28,861
+3,973
+16% +$109K 0.06% 338
2021
Q2 		$696K Buy
24,888
+4,550
+22% +$127K 0.06% 351
2021
Q1 		$537K Buy
20,338
+1,672
+9% +$44.3K 0.05% 364
2020
Q4 		$472K Buy
18,666
+5,639
+43% +$130K 0.04% 372
2020
Q3 		$282K Buy
13,027
+1,944
+18% +$44.3K 0.03% 444
2020
Q2 		$233K Buy
+11,083
New +$220K 0.03% 438

Other funds holding FEM

TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Dynamic Advisor Solutions's FEM Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 2.5% in Q3 2026, buying an estimated $18.1K and bringing the position to 22,941 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #541.

Dynamic Advisor Solutions first reported a position in FEM in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2022. 23 funds tracked by Wall St. Rank hold FEM as of Q3 2026.

  • Dynamic Advisor Solutions held 22,941 shares of First Trust Emerging Markets AlphaDEX Fund worth $739K as of Q3 2026.
  • Dynamic Advisor Solutions bought 562 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2026, an estimated $18.1K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #541 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2020 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.57M in Q4 2022.
  • 23 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.