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

Iams 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	$1.09M	Buy	34,024 +34	+0.1%	+$1.1K	0.33%	91
2026 Q1	$1.02M	Buy	33,990 +9,283	+38%	+$277K	0.35%	84
2025 Q4	$676K	Sell	24,707 -2,336	-9%	-$62.9K	0.24%	111
2025 Q3	$733K	Sell	27,043 -1,999	-7%	-$51.9K	0.29%	92
2025 Q2	$713K	Buy	29,042 +42	+0.1%	+$976	0.33%	83
2025 Q1	$663K	Buy	29,000 +1,792	+7%	+$40.4K	0.3%	91
2024 Q4	$599K	Buy	27,208 +443	+2%	+$10.1K	0.27%	96
2024 Q3	$641K	Buy	26,765 +4,550	+20%	+$106K	0.31%	88
2024 Q2	$532K	Sell	22,215 -8,510	-28%	-$204K	0.29%	91
2024 Q1	$704K	Buy	30,725 +847	+3%	+$19.2K	0.43%	68
2023 Q4	$661K	Sell	29,878 -1,647	-5%	-$34.4K	0.43%	67
2023 Q3	$658K	Buy	+31,525	New	+$688K	0.46%	68
2023 Q2	–	Sell	-32,186	Closed	-$686K	–	155
2023 Q1	$685K	Buy	32,186 +831	+3%	+$17.9K	0.57%	58
2022 Q4	$659K	Buy	+31,355	New	+$628K	0.67%	47

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 22.96% 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

Iams Wealth Management's FEM Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 0.1% in Q2 2026, buying an estimated $1.1K and bringing the position to 34,024 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #91.

Iams Wealth Management first reported a position in FEM in Q4 2022 and has held it in 14 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Iams Wealth Management held 34,024 shares of First Trust Emerging Markets AlphaDEX Fund worth $1.09M as of Q2 2026.
Iams Wealth Management bought 34 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $1.1K.
First Trust Emerging Markets AlphaDEX Fund made up 0.33% of Iams Wealth Management's portfolio in Q2 2026, its #91 holding.
Iams Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.