Pacific Excel Wealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Pacific Excel Wealth 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 Q2	–	Sell	-35,240	Closed	-$1.06M	–	250
2026 Q1	$1.06M	Buy	35,240 +20,348	+137%	+$606K	1.11%	28
2025 Q4	$407K	Buy	+14,892	New	+$401K	0.77%	53

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

Pacific Excel Wealth Advisors's FEM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026, closing a stake of 35,240 shares — an estimated $1.06M sold.

Pacific Excel Wealth Advisors first reported a position in FEM in Q4 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 152 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 35,240 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $1.06M.
Pacific Excel Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.06M in Q1 2026.
152 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.