FPWM
FEM icon

FSB Premier Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

FSB Premier Wealth 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
Q2 		$295K Sell
9,218
-120
-1% -$3.88K 0.08% 205
2026
Q1 		$280K Sell
9,338
-866
-8% -$25.8K 0.09% 206
2025
Q4 		$279K Sell
10,204
-7
-0.1% -$189 0.09% 197
2025
Q3 		$277K Buy
10,211
+258
+3% +$6.69K 0.09% 191
2025
Q2 		$244K Buy
9,953
+467
+5% +$10.9K 0.09% 193
2025
Q1 		$217K Sell
9,486
-26
-0.3% -$586 0.08% 196
2024
Q4 		$210K Sell
9,512
-95
-1% -$2.17K 0.08% 201
2024
Q3 		$230K Buy
9,607
+474
+5% +$11.1K 0.09% 189
2024
Q2 		$219K Sell
9,133
-3,112
-25% -$74.8K 0.1% 171
2024
Q1 		$280K Buy
12,245
+1,921
+19% +$43.5K 0.13% 143
2023
Q4 		$228K Buy
10,324
+172
+2% +$3.59K 0.11% 157
2023
Q3 		$212K Sell
10,152
-126
-1% -$2.75K 0.12% 149
2023
Q2 		$218K Buy
+10,278
New +$219K 0.12% 144
2022
Q3 		– Sell
-30,836
Closed -$657K – 136
2022
Q2 		$657K Sell
30,836
-39
-0.1% -$921 0.36% 58
2022
Q1 		$743K Buy
30,875
+26,480
+603% +$682K 0.37% 58
2021
Q4 		$114K Buy
+4,395
New +$115K 0.05% 172
2021
Q3 		– Sell
-9,277
Closed -$259K – 107
2021
Q2 		$259K Buy
9,277
+277
+3% +$7.72K 0.13% 86
2021
Q1 		$237K Sell
9,000
-333
-4% -$8.83K 0.13% 90
2020
Q4 		$235K Buy
+9,333
New +$215K 0.13% 91

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FSB Premier Wealth Management's FEM Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.3% in Q2 2026, selling an estimated $3.88K and leaving 9,218 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #205.

FSB Premier Wealth Management first reported a position in FEM in Q4 2020 and has held it in 19 quarters since. The position peaked at $743K in Q1 2022. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • FSB Premier Wealth Management held 9,218 shares of First Trust Emerging Markets AlphaDEX Fund worth $295K as of Q2 2026.
  • FSB Premier Wealth Management sold 120 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $3.88K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #205 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and has held it in 19 quarters since.
  • FSB Premier Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $743K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.