DAS
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
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

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return