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

Lloyd Advisory Services’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	$7.65K	Buy	+239	New	+$7.74K	﹤0.01%	392
2026 Q1	–	Sell	-56	Closed	-$1.52K	–	908
2025 Q4	$1.52K	Buy	+56	New	+$1.51K	﹤0.01%	464
2022 Q2	–	Sell	-258	Closed	-$6K	–	226
2022 Q1	$6K	Buy	258 +2	+0.8%	+$52	﹤0.01%	430
2021 Q4	$7K	Sell	256 -16	-6%	-$418	﹤0.01%	332
2021 Q3	$7K	Sell	272 -83	-23%	-$2.28K	﹤0.01%	299
2021 Q2	$10K	Sell	355 -72	-17%	-$2.01K	0.01%	278
2021 Q1	$11K	Buy	427 +39	+10%	+$1.03K	0.01%	236
2020 Q4	$10K	Buy	388 +40	+11%	+$923	0.01%	201
2020 Q3	$8K	Sell	348 -27	-7%	-$615	﹤0.01%	194
2020 Q2	$8K	Buy	375 +82	+28%	+$1.63K	0.01%	189
2020 Q1	$5K	Buy	293 +20	+7%	+$470	﹤0.01%	176
2019 Q4	$7K	Buy	+273	New	+$6.72K	0.01%	230

Other funds holding FEM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Lloyd Advisory Services's FEM Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026: 239 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FEM as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FEM in Q4 2019 and has held it in 12 quarters since. The position peaked at $11K in Q1 2021. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Lloyd Advisory Services held 239 shares of First Trust Emerging Markets AlphaDEX Fund worth $7.65K as of Q2 2026.
First Trust Emerging Markets AlphaDEX Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #392 holding.
Lloyd Advisory Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $11K in Q1 2021.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.