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 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	$2.21M	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

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 22.96% 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

Midwest Financial Group's FEM Position: Q2 2026 in Review

Midwest Financial Group increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 0.2% in Q2 2026, buying an estimated $4.43K and bringing the position to 67,107 shares worth $2.15M. The position accounts for 0.75% of the portfolio, ranked #35.

Midwest Financial Group first reported a position in FEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.48M in Q3 2025. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Midwest Financial Group held 67,107 shares of First Trust Emerging Markets AlphaDEX Fund worth $2.15M as of Q2 2026.
Midwest Financial Group bought 137 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $4.43K.
First Trust Emerging Markets AlphaDEX Fund made up 0.75% of Midwest Financial Group's portfolio in Q2 2026, its #35 holding.
Midwest Financial Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $2.48M in Q3 2025.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.