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JFS Wealth Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

JFS Wealth Advisors’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$39 – 1901
2025
Q1 		$39 Hold
1
– – ﹤0.01% 1907
2024
Q4 		$40 Hold
1
– – ﹤0.01% 1914
2024
Q3 		$43 Hold
1
– – ﹤0.01% 1933
2024
Q2 		$42 Hold
1
– – ﹤0.01% 1964
2024
Q1 		$39 Buy
+1
New +$38 ﹤0.01% 1985

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

JFS Wealth Advisors's FEMS Position: Q2 2025 in Review

JFS Wealth Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2025, closing a stake of 1 share — an estimated $39 sold.

JFS Wealth Advisors first reported a position in FEMS in Q1 2024 and held it in 5 quarters. The position peaked at $43 in Q3 2024. 62 funds tracked by Wall St. Rank hold FEMS as of Q2 2025.

  • JFS Wealth Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 First Trust Emerging Markets Small Cap AlphaDEX Fund share in Q2 2025, an estimated $39.
  • JFS Wealth Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2024 and held it in 5 quarters.
  • JFS Wealth Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $43 in Q3 2024.
  • 62 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.