HBW Advisory Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

HBW Advisory Services’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	$762K	Buy	23,817 +422	+2%	+$13.7K	0.07%	245
2026 Q1	$701K	Buy	23,395 +499	+2%	+$14.9K	0.07%	236
2025 Q4	$626K	Buy	22,896 +14,679	+179%	+$395K	0.07%	253
2025 Q3	$223K	Buy	+8,217	New	+$213K	0.03%	383
2025 Q1	–	Sell	-11,116	Closed	-$245K	–	401
2024 Q4	$245K	Buy	+11,116	New	+$254K	0.03%	320

Other funds holding FEM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

HBW Advisory Services's FEM Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.8% in Q2 2026, buying an estimated $13.7K and bringing the position to 23,817 shares worth $762K. The position accounts for 0.07% of the portfolio, ranked #245.

HBW Advisory Services first reported a position in FEM in Q4 2024 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

HBW Advisory Services held 23,817 shares of First Trust Emerging Markets AlphaDEX Fund worth $762K as of Q2 2026.
HBW Advisory Services bought 422 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $13.7K.
First Trust Emerging Markets AlphaDEX Fund made up 0.07% of HBW Advisory Services's portfolio in Q2 2026, its #245 holding.
HBW Advisory Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2024 and has held it in 5 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.