EWM
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EPG Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-2,410
Closed -$55.1K – 345
2025
Q1 		$55.1K Buy
2,410
+2
+0.1% +$45 0.02% 284
2024
Q4 		$53K Sell
2,408
-2,262
-48% -$51.6K 0.01% 292
2024
Q3 		$112K Buy
+4,670
New +$109K 0.03% 261
2024
Q2 		– Sell
-4,625
Closed -$111K – 273
2024
Q1 		$106K Buy
4,625
+14
+0.3% +$317 0.03% 275
2023
Q4 		$103K Buy
4,611
+14
+0.3% +$293 0.03% 263
2023
Q3 		$95.9K Buy
4,597
+76
+2% +$1.66K 0.03% 261
2023
Q2 		$95.8K Sell
4,521
-920
-17% -$19.6K 0.03% 260
2023
Q1 		$115K Sell
5,441
-652
-11% -$14K 0.04% 256
2022
Q4 		$128K Sell
6,093
-1,308
-18% -$26.2K 0.05% 228
2022
Q3 		$137K Sell
7,401
-17,653
-70% -$370K 0.06% 217
2022
Q2 		$534K Sell
25,054
-2,413
-9% -$57K 0.23% 95
2022
Q1 		$691K Buy
27,467
+716
+3% +$18.4K 0.24% 84
2021
Q4 		$698K Sell
26,751
-1,671
-6% -$43.6K 0.25% 82
2021
Q3 		$765K Buy
28,422
+890
+3% +$24.4K 0.31% 73
2021
Q2 		$770K Buy
27,532
+983
+4% +$27.4K 0.33% 73
2021
Q1 		$700K Sell
26,549
-79,335
-75% -$2.1M 0.34% 69
2020
Q4 		$2.68M Sell
105,884
-6,874
-6% -$159K 1.61% 13
2020
Q3 		$2.44M Buy
112,758
+11,405
+11% +$260K 1.8% 10
2020
Q2 		$2.13M Buy
101,353
+3,669
+4% +$72.8K 1.51% 15
2020
Q1 		$1.72M Buy
97,684
+4,908
+5% +$115K 1.26% 14
2019
Q4 		$2.46M Buy
+92,776
New +$2.28M 1.8% 13

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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EPG Wealth Management's FEM Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2025, closing a stake of 2,410 shares — an estimated $55.1K sold.

EPG Wealth Management first reported a position in FEM in Q4 2019 and held it in 21 quarters. The position peaked at $2.68M in Q4 2020. 103 funds tracked by Wall St. Rank hold FEM as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 2,410 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2025, an estimated $55.1K.
  • EPG Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $2.68M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.