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

Evelyn Partners’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	$57.6K	Buy	+1,800	New	+$58.3K	﹤0.01%	357

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

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Evelyn Partners's FEM Position: Q2 2026 in Review

Evelyn Partners opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026: 1,800 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings.

143 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Evelyn Partners held 1,800 shares of First Trust Emerging Markets AlphaDEX Fund worth $57.6K as of Q2 2026.
First Trust Emerging Markets AlphaDEX Fund was a new Evelyn Partners position in Q2 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #357 holding.
143 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.