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FEM icon

Harbour Investments’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Harbour Investments’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 		$4.3M Buy
134,363
+75,382
+128% +$2.44M 0.06% 296
2026
Q1 		$1.77M Buy
58,981
+45,416
+335% +$1.35M 0.03% 544
2025
Q4 		$371K Buy
13,565
+1,003
+8% +$27K 0.01% 984
2025
Q3 		$340K Buy
12,562
+568
+5% +$14.7K 0.01% 986
2025
Q2 		$295K Buy
11,994
+683
+6% +$15.9K 0.01% 1011
2025
Q1 		$259K Buy
11,311
+324
+3% +$7.31K 0.01% 988
2024
Q4 		$242K Buy
10,987
+175
+2% +$3.99K 0.01% 958
2024
Q3 		$259K Buy
10,812
+37
+0.3% +$864 0.01% 908
2024
Q2 		$258K Sell
10,775
-291
-3% -$6.99K 0.01% 847
2024
Q1 		$253K Buy
11,066
+399
+4% +$9.03K 0.01% 831
2023
Q4 		$236K Sell
10,667
-737
-6% -$15.4K 0.01% 803
2023
Q3 		$238K Buy
11,404
+458
+4% +$9.99K 0.01% 734
2023
Q2 		$232K Buy
10,946
+6,363
+139% +$136K 0.01% 744
2023
Q1 		$97.2K Sell
4,583
-784
-15% -$16.9K 0.01% 1055
2022
Q4 		$113K Buy
5,367
+64
+1% +$1.28K 0.01% 965
2022
Q3 		$113K Hold
5,303
– – 0.01% 912
2022
Q2 		$113K Buy
+5,303
New +$125K 0.01% 912
2021
Q4 		$443K Sell
16,961
-13,261
-44% -$346K 0.03% 458
2021
Q3 		$814K Sell
30,222
-332
-1% -$9.12K 0.03% 498
2021
Q2 		$855K Sell
30,554
-11,371
-27% -$317K 0.03% 498
2021
Q1 		$1.11M Buy
+41,925
New +$1.11M 0.04% 386

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

Harbour Investments's FEM Position: Q2 2026 in Review

Harbour Investments increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 128% in Q2 2026, buying an estimated $2.44M and bringing the position to 134,363 shares worth $4.3M. The position accounts for 0.06% of the portfolio, ranked #296.

Harbour Investments first reported a position in FEM in Q1 2021 and has held it in 21 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Harbour Investments held 134,363 shares of First Trust Emerging Markets AlphaDEX Fund worth $4.3M as of Q2 2026.
  • Harbour Investments bought 75,382 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $2.44M.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.06% of Harbour Investments's portfolio in Q2 2026, its #296 holding.
  • Harbour Investments first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2021 and has held it in 21 quarters since.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.