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FPWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$93.1B 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
$528B AUM
27.57%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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