MPWM Advisory Solutions’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

MPWM Advisory Solutions’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	$63.3K	Sell	1,978 -3,389	-63%	-$110K	0.03%	184
2026 Q1	$161K	Buy	5,367 +68	+1%	+$2.03K	0.09%	116
2025 Q4	$145K	Hold	5,299	–	–	0.08%	106
2025 Q3	$144K	Sell	5,299 -417	-7%	-$10.8K	0.09%	97
2025 Q2	$140K	Buy	+5,716	New	+$133K	0.09%	97

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

MPWM Advisory Solutions's FEM Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 63% in Q2 2026, selling an estimated $110K and leaving 1,978 shares worth $63.3K. The position accounts for 0.03% of the portfolio, ranked #184.

MPWM Advisory Solutions first reported a position in FEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $161K in Q1 2026. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

MPWM Advisory Solutions held 1,978 shares of First Trust Emerging Markets AlphaDEX Fund worth $63.3K as of Q2 2026.
MPWM Advisory Solutions sold 3,389 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $110K.
First Trust Emerging Markets AlphaDEX Fund made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #184 holding.
MPWM Advisory Solutions first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
MPWM Advisory Solutions's First Trust Emerging Markets AlphaDEX Fund position peaked at $161K in Q1 2026.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.