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Independent Financial Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Independent Financial Group’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 		$597K Buy
18,650
+6,018
+48% +$195K 0.01% 912
2026
Q1 		$378K Sell
12,632
-1,580
-11% -$47.1K 0.01% 1058
2025
Q4 		$389K Buy
14,212
+1,411
+11% +$38K 0.01% 1023
2025
Q3 		$347K Buy
12,801
+415
+3% +$10.8K 0.01% 1017
2025
Q2 		$304K Buy
12,386
+295
+2% +$6.86K 0.01% 1021
2025
Q1 		$276K Buy
12,091
+769
+7% +$17.3K 0.01% 963
2024
Q4 		$249K Hold
11,322
– – 0.01% 973
2024
Q3 		$271K Buy
11,322
+439
+4% +$10.3K 0.01% 918
2024
Q2 		$261K Buy
10,883
+846
+8% +$20.3K 0.01% 895
2024
Q1 		$230K Sell
10,037
-452
-4% -$10.2K 0.01% 907
2023
Q4 		$232K Sell
10,489
-942
-8% -$19.7K 0.01% 837
2023
Q3 		$239K Buy
+11,431
New +$249K 0.02% 766
2022
Q2 		– Sell
-7,962
Closed -$200K – 745
2022
Q1 		$200K Hold
7,962
– – 0.02% 733
2021
Q4 		$208K Buy
+7,962
New +$208K 0.02% 720

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

Independent Financial Group's FEM Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 48% in Q2 2026, buying an estimated $195K and bringing the position to 18,650 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #912.

Independent Financial Group first reported a position in FEM in Q4 2021 and has held it in 14 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Independent Financial Group held 18,650 shares of First Trust Emerging Markets AlphaDEX Fund worth $597K as of Q2 2026.
  • Independent Financial Group bought 6,018 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $195K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #912 holding.
  • Independent Financial Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.