Envestnet Portfolio Solutions
FEM icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return