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

NewEdge Wealth’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	$1.12M	Buy	35,045 +13,186	+60%	+$427K	0.01%	636
2026 Q1	$655K	Buy	21,859 +5	+0%	+$149	0.01%	733
2025 Q4	$598K	Sell	21,854 -440	-2%	-$11.9K	0.01%	773
2025 Q3	$601K	Buy	22,294 +49	+0.2%	+$1.27K	0.01%	699
2025 Q2	$571K	Sell	22,245 -607	-3%	-$14.1K	0.01%	678
2025 Q1	$522K	Buy	22,852 +1,684	+8%	+$38K	0.01%	636
2024 Q4	$466K	Sell	21,168 -57	-0.3%	-$1.3K	0.01%	654
2024 Q3	$509K	Buy	21,225 +231	+1%	+$5.4K	0.01%	613
2024 Q2	$503K	Sell	20,994 -268	-1%	-$6.44K	0.01%	553
2024 Q1	$512K	Buy	21,262 +14	+0.1%	+$317	0.01%	559
2023 Q4	$470K	Sell	21,248 -727	-3%	-$15.2K	0.01%	523
2023 Q3	$459K	Sell	21,975 -52	-0.2%	-$1.13K	0.01%	471
2023 Q2	$467K	Buy	+22,027	New	+$470K	0.02%	467

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

NewEdge Wealth's FEM Position: Q2 2026 in Review

NewEdge Wealth increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 60% in Q2 2026, buying an estimated $427K and bringing the position to 35,045 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #636.

NewEdge Wealth first reported a position in FEM in Q2 2023 and has held it in 13 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

NewEdge Wealth held 35,045 shares of First Trust Emerging Markets AlphaDEX Fund worth $1.12M as of Q2 2026.
NewEdge Wealth bought 13,186 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $427K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #636 holding.
NewEdge Wealth first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.