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
2023 Q3	–	Sell	-66,896	Closed	-$1.39M	–	146
2023 Q2	$1.39M	Buy	+66,896	New	+$1.43M	0.51%	63

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.