Midwest Financial Group
FEM icon

Midwest Financial Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Midwest Financial Group’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
Q3 		$2.2M Buy
68,400
+1,293
+2% +$41.7K 0.75% 36
2026
Q2 		$2.15M Buy
67,107
+137
+0.2% +$4.43K 0.75% 35
2026
Q1 		$2.01M Sell
66,970
-1,458
-2% -$43.4K 0.86% 34
2025
Q4 		$1.87M Sell
68,428
-22,999
-25% -$619K 0.83% 35
2025
Q3 		$2.48M Sell
91,427
-119
-0.1% -$3.09K 1.18% 25
2025
Q2 		$2.25M Sell
91,546
-3,474
-4% -$80.7K 1.18% 25
2025
Q1 		$2.17M Sell
95,020
-566
-0.6% -$12.8K 1.26% 25
2024
Q4 		$2.11M Buy
95,586
+1,096
+1% +$25K 1.21% 22
2024
Q3 		$2.26M Buy
94,490
+1,961
+2% +$45.8K 1.33% 20
2024
Q2 		$2.22M Buy
92,529
+1,845
+2% +$44.3K 1.41% 20
2024
Q1 		$2.07M Buy
90,684
+1,057
+1% +$23.9K 1.39% 19
2023
Q4 		$1.98M Buy
89,627
+2,212
+3% +$46.2K 1.48% 18
2023
Q3 		$1.82M Buy
87,415
+4,111
+5% +$89.7K 1.54% 16
2023
Q2 		$1.76M Buy
83,304
+5,101
+7% +$109K 1.5% 17
2023
Q1 		$1.66M Buy
+78,203
New +$1.68M 1.53% 16

Other funds holding FEM

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Gaddis Premier Wealth Advisors
Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Midwest Financial Group's FEM Position: Q3 2026 in Review

Midwest Financial Group increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.9% in Q3 2026, buying an estimated $41.7K and bringing the position to 68,400 shares worth $2.2M. The position accounts for 0.75% of the portfolio, ranked #36.

Midwest Financial Group first reported a position in FEM in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.48M in Q3 2025. 52 funds tracked by Wall St. Rank hold FEM as of Q3 2026.

  • Midwest Financial Group held 68,400 shares of First Trust Emerging Markets AlphaDEX Fund worth $2.2M as of Q3 2026.
  • Midwest Financial Group bought 1,293 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2026, an estimated $41.7K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.75% of Midwest Financial Group's portfolio in Q3 2026, its #36 holding.
  • Midwest Financial Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2023 and has held it in 15 quarters since.
  • Midwest Financial Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $2.48M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.