NewEdge Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

NewEdge Advisors’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 Q1	$12.5K	Buy	418 +1	+0.2%	+$30	﹤0.01%	3336
2025 Q4	$11.4K	Buy	417 +3	+0.7%	+$81	﹤0.01%	3435
2025 Q3	$11.2K	Buy	+414	New	+$10.7K	﹤0.01%	3300
2025 Q2	–	Sell	-7,204	Closed	-$165K	–	4043
2025 Q1	$165K	Buy	+7,204	New	+$162K	﹤0.01%	2158
2024 Q4	–	Sell	-1,317	Closed	-$31.6K	–	3947
2024 Q3	$31.6K	Buy	+1,317	New	+$30.8K	﹤0.01%	2579
2024 Q1	–	Sell	-104	Closed	-$2.29K	–	3870
2023 Q4	$2.29K	Sell	104 -149	-59%	-$3.11K	﹤0.01%	3313
2023 Q3	$5.27K	Sell	253 -983	-80%	-$21.4K	﹤0.01%	2793
2023 Q2	$26.2K	Sell	1,236 -219	-15%	-$4.67K	﹤0.01%	2299
2023 Q1	$30.8K	Sell	1,455 -293	-17%	-$6.3K	﹤0.01%	2194
2022 Q4	$4.91K	Buy	+1,748	New	+$35K	﹤0.01%	2600

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

NewEdge Advisors's FEM Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 0.24% in Q1 2026, buying an estimated $30 and bringing the position to 418 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

NewEdge Advisors first reported a position in FEM in Q4 2022 and has held it in 10 quarters since. The position peaked at $165K in Q1 2025. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

NewEdge Advisors held 418 shares of First Trust Emerging Markets AlphaDEX Fund worth $12.5K as of Q1 2026.
NewEdge Advisors bought 1 First Trust Emerging Markets AlphaDEX Fund share in Q1 2026, an estimated $30.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3336 holding.
NewEdge Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $165K in Q1 2025.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.