Luken Investment Analytics’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Luken Investment Analytics’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 Q2	–	Sell	-150	Closed	-$3.43K	–	150
2025 Q1	$3.43K	Sell	150 -364,667	-100%	-$8.22M	﹤0.01%	139
2024 Q4	$8.04M	Sell	364,817 -8,555	-2%	-$195K	3.72%	9
2024 Q3	$8.95M	Sell	373,372 -6,418	-2%	-$150K	4.11%	9
2024 Q2	$9.09M	Sell	379,790 -19,187	-5%	-$461K	4.57%	7
2024 Q1	$9.12M	Sell	398,977 -14,080	-3%	-$319K	4.6%	8
2023 Q4	$9.14M	Buy	413,057 +11,418	+3%	+$239K	4.93%	8
2023 Q3	$8.38M	Sell	401,639 -469	-0.1%	-$10.2K	4.86%	5
2023 Q2	$8.52M	Buy	402,108 +402,103	+8,042,060%	+$8.57M	4.77%	7
2023 Q1	$106	Buy	+5	New	+$108	﹤0.01%	134
2020 Q4	$657K	Buy	+25,987	New	+$600K	0.49%	19

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

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

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Luken Investment Analytics's FEM Position: Q2 2025 in Review

Luken Investment Analytics sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2025, closing a stake of 150 shares — an estimated $3.43K sold.

Luken Investment Analytics first reported a position in FEM in Q4 2020 and held it in 10 quarters. The position peaked at $9.14M in Q4 2023. 103 funds tracked by Wall St. Rank hold FEM as of Q2 2025.

Luken Investment Analytics reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Luken Investment Analytics sold 150 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2025, an estimated $3.43K.
Luken Investment Analytics first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and held it in 10 quarters.
Luken Investment Analytics's First Trust Emerging Markets AlphaDEX Fund position peaked at $9.14M in Q4 2023.
103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2025.

Based on Luken Investment Analytics's 13F filing for Q2 2025, filed 22 Jul 2025.