MTM Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

MTM Investment Management’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	$17.3K	Hold	540	–	–	﹤0.01%	473
2026 Q1	$16.2K	Hold	540	–	–	0.01%	463
2025 Q4	$14.8K	Hold	540	–	–	﹤0.01%	480
2025 Q3	$14.6K	Hold	540	–	–	﹤0.01%	494
2025 Q2	$13.3K	Buy	+540	New	+$12.5K	﹤0.01%	508
2024 Q1	–	Sell	-540	Closed	-$11.9K	–	292
2023 Q4	$11.9K	Hold	540	–	–	0.01%	239
2023 Q3	$11.3K	Hold	540	–	–	0.01%	232
2023 Q2	$11.4K	Hold	540	–	–	0.01%	241
2023 Q1	$11.4K	Hold	540	–	–	0.01%	242
2022 Q4	$11.4K	Hold	540	–	–	0.01%	243
2022 Q3	$10K	Hold	540	–	–	0.01%	238
2022 Q2	$11K	Hold	540	–	–	0.01%	244
2022 Q1	$14K	Hold	540	–	–	0.01%	256
2021 Q4	$14K	Hold	540	–	–	0.01%	255
2021 Q3	$15K	Hold	540	–	–	0.01%	235
2021 Q2	$15K	Hold	540	–	–	0.01%	232
2021 Q1	$14K	Hold	540	–	–	0.01%	227
2020 Q4	$14K	Buy	+540	New	+$12.5K	0.01%	205

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

MTM Investment Management's FEM Position: Q2 2026 in Review

MTM Investment Management held its First Trust Emerging Markets AlphaDEX Fund (FEM) position steady in Q2 2026 at 540 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

MTM Investment Management first reported a position in FEM in Q4 2020 and has held it in 18 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

MTM Investment Management held 540 shares of First Trust Emerging Markets AlphaDEX Fund worth $17.3K as of Q2 2026.
MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #473 holding.
MTM Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and has held it in 18 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.