Evelyn Partners Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Evelyn Partners Investment 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
2026 Q1	$53.9K	Hold	1,800	–	–	﹤0.01%	274
2025 Q4	$49.2K	Sell	1,800 -1,075	-37%	-$29K	﹤0.01%	281
2025 Q3	$77.9K	Hold	2,875	–	–	﹤0.01%	260
2025 Q2	$70.6K	Hold	2,875	–	–	﹤0.01%	264
2025 Q1	$65.7K	Hold	2,875	–	–	﹤0.01%	264
2024 Q4	$63.3K	Buy	+2,875	New	+$65.6K	﹤0.01%	265

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Evelyn Partners Investment Management's FEM Position: Q1 2026 in Review

Evelyn Partners Investment Management held its First Trust Emerging Markets AlphaDEX Fund (FEM) position steady in Q1 2026 at 1,800 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Evelyn Partners Investment Management first reported a position in FEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.9K in Q3 2025. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

Evelyn Partners Investment Management held 1,800 shares of First Trust Emerging Markets AlphaDEX Fund worth $53.9K as of Q1 2026.
Evelyn Partners Investment Management left its First Trust Emerging Markets AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #274 holding.
Evelyn Partners Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $77.9K in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.