LIA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return