Farther Finance Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Farther Finance Advisors’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	25,619 +18,221	+246%	+$855K	0.01%	999
2026 Q1	$339K	Buy	7,398 +2,064	+39%	+$93.8K	﹤0.01%	1660
2025 Q4	$225K	Buy	5,334 +5,040	+1,714%	+$214K	﹤0.01%	1834
2025 Q3	$13K	Sell	294 -79	-21%	-$3.38K	﹤0.01%	3308
2025 Q2	$15.1K	Hold	373	–	–	﹤0.01%	2849
2025 Q1	$14K	Hold	373	–	–	﹤0.01%	2571
2024 Q4	$14.1K	Hold	373	–	–	﹤0.01%	2228
2024 Q3	$15.3K	Hold	373	–	–	﹤0.01%	2194
2024 Q2	$15K	Sell	373 -127	-25%	-$5.1K	﹤0.01%	1895
2024 Q1	$19.5K	Sell	500 -61	-11%	-$2.34K	﹤0.01%	1502
2023 Q4	$21.6K	Sell	561 -37	-6%	-$1.38K	﹤0.01%	1315
2023 Q3	$23K	Sell	598 -127	-18%	-$4.87K	﹤0.01%	1046
2023 Q2	$26.4K	Sell	725 -56	-7%	-$2.05K	0.01%	903
2023 Q1	$29.1K	Sell	781 -894	-53%	-$34.5K	0.01%	779
2022 Q4	$65.2K	Buy	+1,675	New	+$60.2K	0.03%	432

Other funds holding FEMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Farther Finance Advisors's FEMS Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 246% in Q2 2026, buying an estimated $855K and bringing the position to 25,619 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #999.

Farther Finance Advisors first reported a position in FEMS in Q4 2022 and has held it in 15 quarters since. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

Farther Finance Advisors held 25,619 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $1.17M as of Q2 2026.
Farther Finance Advisors bought 18,221 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $855K.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #999 holding.
Farther Finance Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.