LeClair Wealth Partners’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

LeClair Wealth Partners’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
2026 Q2	$835K	Buy	+18,295	New	+$859K	0.43%	52
2026 Q1	–	Sell	-18,413	Closed	-$775K	–	134
2025 Q4	$775K	Sell	18,413 -55	-0.3%	-$2.34K	0.45%	41
2025 Q3	$816K	Sell	18,468 -46	-0.2%	-$1.97K	0.51%	36
2025 Q2	$752K	Sell	18,514 -9,820	-35%	-$374K	0.51%	38
2025 Q1	$1.05M	Sell	28,334 -158	-0.6%	-$5.96K	0.76%	29
2024 Q4	$1.07M	Buy	+28,492	New	+$1.12M	0.72%	32

Other funds holding FEMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

LeClair Wealth Partners's FEMS Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2026: 18,295 shares worth $835K. The stake represents 0.43% of the portfolio and ranks #52 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in FEMS as recently as Q4 2025.

LeClair Wealth Partners first reported a position in FEMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2024. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

LeClair Wealth Partners held 18,295 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $835K as of Q2 2026.
First Trust Emerging Markets Small Cap AlphaDEX Fund was a new LeClair Wealth Partners position in Q2 2026.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.43% of LeClair Wealth Partners's portfolio in Q2 2026, its #52 holding.
LeClair Wealth Partners first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $1.07M in Q4 2024.
66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.