BFC Planning, Inc.’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

BFC Planning, Inc.’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	$22.7K	Buy	+498	New	+$23.4K	﹤0.01%	1952

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 $468B AUM 17.69% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

BFC Planning, Inc.'s FEMS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2026: 498 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings.

67 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

BFC Planning, Inc. held 498 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $22.7K as of Q2 2026.
First Trust Emerging Markets Small Cap AlphaDEX Fund was a new BFC Planning, Inc. position in Q2 2026.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1952 holding.
67 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.