PVI
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Pine Valley Investments’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Pine Valley Investments’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 		$470K Buy
14,692
+222
+2% +$7.19K 0.02% 406
2026
Q1 		$433K Buy
14,470
+707
+5% +$21.1K 0.02% 407
2025
Q4 		$376K Buy
13,763
+277
+2% +$7.46K 0.02% 408
2025
Q3 		$365K Buy
13,486
+383
+3% +$9.94K 0.02% 407
2025
Q2 		$322K Buy
13,103
+427
+3% +$9.92K 0.02% 417
2025
Q1 		$290K Buy
12,676
+337
+3% +$7.6K 0.02% 427
2024
Q4 		$272K Buy
12,339
+519
+4% +$11.8K 0.02% 431
2024
Q3 		$283K Buy
11,820
+860
+8% +$20.1K 0.02% 422
2024
Q2 		$262K Buy
10,960
+713
+7% +$17.1K 0.02% 411
2024
Q1 		$234K Buy
10,247
+63
+0.6% +$1.43K 0.02% 442
2023
Q4 		$225K Sell
10,184
-583
-5% -$12.2K 0.02% 434
2023
Q3 		$225K Buy
10,767
+634
+6% +$13.8K 0.02% 411
2023
Q2 		$215K Buy
10,133
+712
+8% +$15.2K 0.02% 373
2023
Q1 		$204K Buy
+9,421
New +$203K 0.03% 278

Other funds holding FEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pine Valley Investments's FEM Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.5% in Q2 2026, buying an estimated $7.19K and bringing the position to 14,692 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #406.

Pine Valley Investments first reported a position in FEM in Q1 2023 and has held it in 14 quarters since. 76 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Pine Valley Investments held 14,692 shares of First Trust Emerging Markets AlphaDEX Fund worth $470K as of Q2 2026.
  • Pine Valley Investments bought 222 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $7.19K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #406 holding.
  • Pine Valley Investments first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
  • 76 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.