Envestnet Portfolio Solutions’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Envestnet Portfolio 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	$571K	Buy	17,854 +1,240	+7%	+$40.1K	﹤0.01%	939
2026 Q1	$498K	Buy	16,614 +5,939	+56%	+$177K	﹤0.01%	907
2025 Q4	$292K	Buy	10,675 +397	+4%	+$10.7K	﹤0.01%	1292
2025 Q3	$279K	Sell	10,278 -3,813	-27%	-$98.9K	﹤0.01%	1284
2025 Q2	$346K	Sell	14,091 -22,871	-62%	-$531K	﹤0.01%	1276
2025 Q1	$845K	Sell	36,962 -3,196	-8%	-$72.1K	﹤0.01%	851
2024 Q4	$885K	Buy	40,158 +304	+0.8%	+$6.94K	﹤0.01%	980
2024 Q3	$955K	Sell	39,854 -1,204	-3%	-$28.1K	﹤0.01%	916
2024 Q2	$983K	Sell	41,058 -114	-0.3%	-$2.74K	﹤0.01%	868
2024 Q1	$942K	Buy	41,172 +4,351	+12%	+$98.5K	﹤0.01%	856
2023 Q4	$815K	Buy	36,821 +2,135	+6%	+$44.6K	﹤0.01%	852
2023 Q3	$724K	Buy	+34,686	New	+$756K	﹤0.01%	840

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 22.9% 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

Envestnet Portfolio Solutions's FEM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 7.5% in Q2 2026, buying an estimated $40.1K and bringing the position to 17,854 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Envestnet Portfolio Solutions first reported a position in FEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $983K in Q2 2024. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Envestnet Portfolio Solutions held 17,854 shares of First Trust Emerging Markets AlphaDEX Fund worth $571K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,240 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $40.1K.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #939 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Emerging Markets AlphaDEX Fund position peaked at $983K in Q2 2024.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.