Legend Financial Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Legend Financial Advisors’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
2025 Q1	–	Sell	-55	Closed	-$1.21K	–	107
2024 Q4	$1.21K	Buy	+55	New	+$1.25K	﹤0.01%	215
2024 Q3	–	Sell	-55	Closed	-$1.32K	–	203
2024 Q2	$1.32K	Buy	+55	New	+$1.32K	﹤0.01%	241

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legend Financial Advisors's FEM Position: Q1 2025 in Review

Legend Financial Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2025, closing a stake of 55 shares — an estimated $1.21K sold.

Legend Financial Advisors first reported a position in FEM in Q2 2024 and held it in 2 quarters. The position peaked at $1.32K in Q2 2024. 100 funds tracked by Wall St. Rank hold FEM as of Q1 2025.

Legend Financial Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 55 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2025, an estimated $1.21K.
Legend Financial Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2024 and held it in 2 quarters.
Legend Financial Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.32K in Q2 2024.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.