Meitav Investment House’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Meitav Investment House’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	$284K	Hold	8,893	–	–	﹤0.01%	291
2026 Q1	$266K	Hold	8,893	–	–	﹤0.01%	219
2025 Q4	$243K	Hold	8,893	–	–	﹤0.01%	232
2025 Q3	$241K	Hold	8,893	–	–	﹤0.01%	230
2025 Q2	$218K	Hold	8,893	–	–	﹤0.01%	207
2025 Q1	$203K	Buy	+8,893	New	+$201K	﹤0.01%	209
2024 Q4	–	Sell	-8,893	Closed	-$213K	–	232
2024 Q3	$213K	Hold	8,893	–	–	﹤0.01%	217
2024 Q2	$213K	Hold	8,893	–	–	﹤0.01%	214
2024 Q1	$203K	Buy	+8,893	New	+$201K	﹤0.01%	223
2023 Q3	–	Sell	-8,800	Closed	-$186K	–	392
2023 Q2	$186K	Buy	+8,800	New	+$188K	﹤0.01%	351
2022 Q2	–	Sell	-8,800	Closed	-$221K	–	352
2022 Q1	$221K	Hold	8,800	–	–	﹤0.01%	365
2021 Q4	$230K	Hold	8,800	–	–	﹤0.01%	364
2021 Q3	$237K	Hold	8,800	–	–	﹤0.01%	369
2021 Q2	$246K	Hold	8,800	–	–	0.01%	376
2021 Q1	$232K	Hold	8,800	–	–	0.01%	345
2020 Q4	$222K	Buy	+8,800	New	+$203K	0.01%	383
2020 Q1	–	Sell	-8,800	Closed	-$234K	–	405
2019 Q4	$234K	Hold	8,800	–	–	0.02%	375
2019 Q3	$208K	Buy	+8,800	New	+$213K	0.01%	409
2019 Q2	–	Sell	-8,800	Closed	-$220K	–	447
2019 Q1	$220K	Buy	+8,800	New	+$218K	0.01%	349
2018 Q4	–	Sell	-8,800	Closed	-$220K	–	378
2018 Q3	$220K	Buy	+8,800	New	+$223K	0.01%	419

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

Meitav Investment House's FEM Position: Q2 2026 in Review

Meitav Investment House held its First Trust Emerging Markets AlphaDEX Fund (FEM) position steady in Q2 2026 at 8,893 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Meitav Investment House first reported a position in FEM in Q3 2018 and has held it in 20 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Meitav Investment House held 8,893 shares of First Trust Emerging Markets AlphaDEX Fund worth $284K as of Q2 2026.
Meitav Investment House left its First Trust Emerging Markets AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #291 holding.
Meitav Investment House first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2018 and has held it in 20 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.