Equitable Holdings’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Equitable Holdings’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	$923K	Buy	28,850 +13,493	+88%	+$437K	0.01%	1038
2026 Q1	$420K	Buy	15,357 +4,567	+42%	+$136K	﹤0.01%	1326
2025 Q4	$295K	Buy	10,790 +2,037	+23%	+$54.9K	﹤0.01%	1336
2025 Q3	$237K	Buy	+8,753	New	+$227K	﹤0.01%	1374
2023 Q4	–	Sell	-17,240	Closed	-$360K	–	1143
2023 Q3	$360K	Hold	17,240	–	–	0.01%	822
2023 Q2	$365K	Buy	+17,240	New	+$368K	0.01%	790
2020 Q2	–	Sell	-14,453	Closed	-$254K	–	630
2020 Q1	$254K	Buy	14,453 +6,301	+77%	+$148K	0.01%	493
2019 Q4	$216K	Buy	+8,152	New	+$201K	0.01%	558

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 22.96% 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

Equitable Holdings's FEM Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 88% in Q2 2026, buying an estimated $437K and bringing the position to 28,850 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #1038.

Equitable Holdings first reported a position in FEM in Q4 2019 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Equitable Holdings held 28,850 shares of First Trust Emerging Markets AlphaDEX Fund worth $923K as of Q2 2026.
Equitable Holdings bought 13,493 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $437K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1038 holding.
Equitable Holdings first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and has held it in 8 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.