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

IFG Advisory’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 Q3	$164K	Sell	5,095 -604	-11%	-$19.5K	0.01%	927
2026 Q2	$182K	Buy	+5,699	New	+$184K	0.01%	897
2024 Q1	–	Sell	-10,850	Closed	-$240K	–	436
2023 Q4	$240K	Buy	10,850 +192	+2%	+$4.01K	0.02%	522
2023 Q3	$222K	Sell	10,658 -28,903	-73%	-$630K	0.02%	500
2023 Q2	$838K	Buy	39,561 +2,746	+7%	+$58.5K	0.07%	228
2023 Q1	$780K	Buy	+36,815	New	+$792K	0.07%	245
2022 Q4	–	Sell	-11,997	Closed	-$221K	–	508
2022 Q3	$221K	Sell	11,997 -1,879	-14%	-$39.4K	0.02%	473
2022 Q2	$296K	Sell	13,876 -322	-2%	-$7.61K	0.03%	382
2022 Q1	$356K	Sell	14,198 -5	-0%	-$129	0.04%	368
2021 Q4	$370K	Sell	14,203 -212	-1%	-$5.53K	0.04%	367
2021 Q3	$388K	Buy	14,415 +125	+0.9%	+$3.43K	0.04%	342
2021 Q2	$399K	Sell	14,290 -1,322	-8%	-$36.8K	0.04%	335
2021 Q1	$411K	Buy	15,612 +3,416	+28%	+$90.6K	0.05%	336
2020 Q4	$308K	Sell	12,196 -32,447	-73%	-$749K	0.04%	345
2020 Q3	$966K	Buy	44,643 +7,346	+20%	+$167K	0.16%	156
2020 Q2	$782K	Buy	37,297 +17,008	+84%	+$338K	0.14%	174
2020 Q1	$356K	Buy	20,289 +9,774	+93%	+$230K	0.08%	237
2019 Q4	$279K	Buy	+10,515	New	+$259K	0.05%	329

Other funds holding FEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFG Advisory's FEM Position: Q3 2026 in Review

IFG Advisory reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 11% in Q3 2026, selling an estimated $19.5K and leaving 5,095 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #927.

IFG Advisory first reported a position in FEM in Q4 2019 and has held it in 18 quarters since. The position peaked at $966K in Q3 2020. 89 funds tracked by Wall St. Rank hold FEM as of Q3 2026.

IFG Advisory held 5,095 shares of First Trust Emerging Markets AlphaDEX Fund worth $164K as of Q3 2026.
IFG Advisory sold 604 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2026, an estimated $19.5K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #927 holding.
IFG Advisory first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and has held it in 18 quarters since.
IFG Advisory's First Trust Emerging Markets AlphaDEX Fund position peaked at $966K in Q3 2020.
89 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.