EH
FEM icon

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
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
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